Courtney Dann McAdams
Financial Advisor|CLU®, ChFC®, CASL®
Living vibrantly today, while planning intentionally for tomorrow.
Personal
I have been with Northwestern Mutual since I graduated from Trinity College (Hartford, CT) in 1995. I spent the first ten years in the Bozeman office and continue to work with my clients in Bozeman. We have been in Helena since 2005. I enjoy serving both sets of clients! I spend one day a week in Bozeman and four days a week in my Helena office.
I have been married to my husband Tillman for 22+ years! We have two sons Liam and Callum, who keep us very busy! I still enjoy taking care of my horse Bean, hiking with our dogs, skiing, kayaking Montana's lakes and taking our camper all over camping. We also spend our time watching Liam and Callum play soccer. Liam plays for Whitworth University in Spokane, WA and Cal plays for MT ODP, Montana Surf JPL and our local club.
I look forward to a long career with Northwestern Mutual and watching my clients achieve the personal and financial goals.
Professional
Courtney earned the Chartered Life Underwriter (CLU) and Charter Financial Consultant (ChFC) designation from the American College in PA. The designation consists of studying for and passing 11 challenging exams on subjects that range from life insurance, Disability and long term care insurance, retirement needs, estate planning, income taxation and business owner needs. In addition, she also obtained her Chartered Advisor for Senior Living (CASL) designation from the American College in PA to be educated issues important to retirees.
I graduated from Trinity College in Hartford, CT in 1995 with a BA in History and American Studies.
Years of Experience
Representing Northwestern Mutual since 1996.
Education
Bachelor of Arts in History and American History Studies from Trinity College
Awards and Recognition
- Million Dollar Round Table Qualifying Member (2017-2018)
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
- National Association of Insurance and Financial Advisors Quality Award (2011-2012, 2015)
- Award recognizing commitment to excellence in service to clients and industry
- National Quality Award (2002, 2006, 2010)
- Award recognizing persistency and performance
Lending a hand in Helena.
Living and raising our two sons in the Helena Community, is a fulfilling and vital part of our lives. I am currently active in Life Covenant Church and Bible Study Fellowship on a weekly basis. I am also on the parent board for Capital High School Westside Men's soccer and serve as the treasurer and manager for the CHS Varsity Men's Soccer team. My husband and I are active in Helena Youth Soccer Association where we serve as coach and manager for our youngest son's team.
We are also passionate about Helena Food Share, Family Promise and Good Samaritan's ministry. Education is also a passion of mine and I enjoy serving on committees and participating in board of trustee meetings for Helena Public Schools, where both my sons attend school.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Life Covenant Church
Member and Volunteer
Bible Study Fellowship International
Substitute Teaching Leader for the Helena Evening Women's class
Capital High School- Westside Men's soccer
Parent Board Member, Treasurer and Manager
Helena Youth Soccer Association
2011B Team Manager
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Here are my areas of expertise
I enjoy helping clients with financial planning, insurance and investments needs that span from early adulthood through retirement. I help clients identify goals and strategies to meet their ever-changing financial targets.
Financial Planning
Life Insurance Strategies
Disability Planning
Long-Term Care Planning
Retirement Planning & Income Strategies
Investment Planning & Strategies
Education Planning & Funding
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
