Town Centre - Downtown Bismarck
401 N 4th St
Bismarck ND 58501
Originally from Center, Courtney has been working in the financial industry since 1997. She works with clients to develop successful retirement plans by managing all aspects of the client relationship, including plan implementation, employee education, fiduciary support and administration. “My goal is to provide a hands-on approach with my clients in order for them to understand the full potential of their retirement plan and the role it can play in helping them reach their goals and aspirations.” Courtney prides herself on building and maintaining quality client relationships.