Personal

Courtney earned her political science degree from the University of Wisconsin – Madison, her Juris Doctor from The John Marshall Law School in Chicago, and her Chartered Life Underwriter designation from the American College of Financial Services. 

Courtney resides in Evanston with her husband, daughters, and schnoodle.  She loves tennis, travel, and exploring Chicagoland’s amazing neighborhoods.

Lending a hand in my community.

I'm proud to be involved in my community.  Here are some of the organizations we partner with:

Women's Field Association of Northwestern Mutual (WFA)

WFA works to unify and grow the community, amplify the voice, and influence priorities to positively impact the experiences of ALL women at Northwestern Mutual. Courtney is proud to serve on the board of this wonderful organization.

Women Employed (WE)

WE's mission is to improve women's economic status and remove barriers to economic equity.

WE's Website

Alex's Lemonade Stand

Alex's mission is to change the lives of children with cancer through funding impactful research, raising awareness, supporting families, and empowering everyone to help cure childhood cancer.

Alex's Lemonade Stand Website

Alex's Lemonade Stand logo

Here are my areas of expertise

Financial Planning

Insurance Protection Strategies

Retirement Planning & Income Strategies

Multigenerational Planning

Advisory Services

Tax-Efficient Strategies

Estate Planning