As Chief Operating Officer, Courtney ensures the firm’s vision of helping clients achieve healthier, wealthier, and more fulfilling retirements is brought to life through operational excellence and an exceptional client experience. She is committed to building and protecting the RichLife vision for both clients and team members by fostering an environment where people love to be clients and love to work. Courtney is passionate about keeping RichLife’s focus on health, relationships, and experiences at the core of everything the firm does, creating truly unforgettable moments for those they serve.

With nearly two decades of experience in financial services, marketing, and branding, Courtney brings a distinctive depth and range of expertise to RichLife. She has worked alongside some of the industry’s most successful and innovative leaders, including more than 200 top independent financial advisors, as well as leading portfolio managers and educational institutions. Her career highlights include launching award-winning creative service teams, leading high-profile rebrands, and driving significant growth through innovative marketing strategies. As both a former financial advisor and a creative strategist, Courtney combines her deep understanding of the industry with a client-centered approach to help clients achieve their financial and life goals. Through her work with world-class experts in financial planning, investments and tax planning, Courtney has gained valuable insights into a variety of philosophies and strategies, allowing her to help craft processes that deliver proven and personalized solutions for RichLife clients.

Courtney’s greatest passion is creating meaningful experiences with her family, including her two young children and their German shepherd. She also enjoys weightlifting, traveling, and exploring great food.

Fun Facts

1. Courtney developed a passion for entrepreneurship and hard work from her dad, a home builder in Wichita, Kansas. Together, they built a house in just seven days for Extreme Makeover: Home Edition.
2. She started her first business in high school as a photographer and has had her paintings featured on Flip or Flop Las Vegas on HGTV.
3. Her husband is a black belt in Brazilian jiu-jitsu and spent several seasons crab fishing in Alaska on the same boats featured on Deadliest Catch.