With nearly two decades experience in financial services, Courtney is passionate about providing sense of well-being to clients around their personal financial planning. Courtney understands every client's situation is unique, and works with them to gain clarity on their goals as well as a custom plan to work towards them.

Courtney started her career with BlackRock, one of the world’s most respected Institutional Asset Managers. As a Vice President & Market Leader, Courtney served Financial Advisors in OH & KY, educating them on portfolio construction, risk management, and investment selection.

Prior to her Market Leader Role, Courtney piloted BlackRock’s National 529 Specialist role from 2011-2014, overseeing a $5B Institutional portfolio. During that time, Courtney was certified to deliver Social Security continuing education presentations to advisors & clients of BlackRock. She has since acquired her NSSA, National Social Security Advisor, designation. She loves getting into the weeds and analyzing clients' Social Security collection strategies!

While working with financial professionals was incredibly valuable & rewarding, Courtney felt called to work directly with individual investors & families.

In 2018, Courtney joined Bluestone Wealth Partners. It was here that she could leverage the skills acquired at BlackRock and bring them directly to investors. She served as a Financial Planner, working directly with clients and building comprehensive financial plans. In addition to her client facing role, she was a leader on the Investment Committee, and was named Partner in January 2022.

Courtney has had the privilege of working with a wide range of clients, including HNW & Corporate executives. With her experience, she has a deep understanding of employee compensation, stock awards, complex estate planning needs, and charitable giving. Courtney prides herself on taking complex topics and making them easily digestible for any client to understand.

In December 2024, Courtney launched White Diamond Wealth. White Diamond pays homage her prior roles at BlackRock and Bluestone, as it is the collective experience that makes the White Diamond client experience unique.

Today Courtney serves young executives, business owners, pre-retirees, retirees and high net worth individuals. White Diamond Wealth is committed to providing exceptional client service, cost transparency, financial education, and keeping clients well informed.

Courtney is a proud Villanova University alum, and originally from the greater PA/NJ area. Despite falling in love with Columbus and the incredible Buckeye community, her loyalty still runs deep for Philadelphia sports.

Courtney is married to Jason, and together, they are raising their daughter, Adelyn. Her family wouldn’t be complete without their golden retriever, Boone.

Courtney looks forward to meeting you, and bringing your financial vision to reality.