Courtney is a financial planning associate who joined the Liles team in 2016. She graduated Magna Cum Laude from Virginia Tech where she earned a bachelor’s degree in Business, majoring in Finance. She also played four years on the varsity women’s soccer team.
Courtney has since passed her CERTIFIED FINANCIAL PLANNER™ (CFP®) exam and also holds the Series 7 and 63 securities licenses. She works closely with Jonathan Liles to help meet the specific financial planning needs of each client and also supports the overall team. She enjoys developing long-term, personal relationships with clients while helping them achieve their specific goals.
Courtney is a proud native of Charlotte and currently lives in the Dilworth area. She enjoys cheering on the Carolina Panthers and attends as many games as possible. Her other hobbies include photography, running, and spending time at the lake.