Courtney is the schedule coordinator for Strategic Wealth Group. She strives in making sure every clients needs are met. She was born and raised in central florida. Recently moved to Tallahassee in 2020. Courtney joined Strategic Wealth Group at the beginning of 2021. She brings a multitude of skills and great traits to the table.
On top of scheduling, Courtney handles bookkeeping for Strategic Wealth Group. She also assists with the upkeep of clients accounts in a organized and professional way. She goes above and beyond to assist all clients with their needs. Courtney looks forward to the growth opportunities that Strategic Wealth Group has provided to her. She looks forward to ensuring that the clients needs are taken care of.