Chief Financial Advisor
Kansas City, MO
Courtney brings over 30 years of tax and financial planning experience as our Chief Financial Officer. He works closely with John and Bob on all strategic and tactical matters relating to financial planning, record-keeping, as well as financial reporting. Courtney, with the help of Brittany, continues to grow and expand our back office support offerings to meet the ever-changing needs of our clients, attorneys and professional staff. He is a licensed CPA and a member of the American Institute of Certified Public Accountants. He is also a Certified Financial Planning Practitioner™.
Courtney enjoys family and friends, especially his young grandchildren. His passion is discovering music venues for performances of jazz and blues, searching out headliners, as well as the yet undiscovered. He recently enjoyed listening to a great group playing on the streets of Chicago in the dead of winter. That’s dedication, for both the band and the audience! Did we mention it was 13°?!
Contact me and let’s talk about what we can do to help you meet your goals.
CONTACT ME
