Courtney is an administrative assistant with the WPCU Retirement Solutions team. She has worked in financial services since 2019, beginning her career as a bank teller and growing into her current role with WPCU Retirement Solutions.
” I support the team by scheduling client appointments and assisting with a variety of administrative and operational tasks that help ensure our Advisors can focus on delivering exceptional service.
Outside of work, I enjoy spending time with my family, staying active through CrossFit, and fostering kittens with a local nonprofit rescue—an experience that is both rewarding and meaningful to me.
I truly enjoy working in Retirement Solutions because of the genuine care our Advisors have for their clients. I look forward to communicating with clients, supporting their needs, and contributing to the positive experience they have with our team. I feel very fortunate to be part of such a supportive and impactful organization.”
Favorite Quote: “It always seems impossible until it’s done”