She brings almost two decades of experience helping clients find a financial path that is right for them.
Joined Lido: 2023
Homebase: Dallas
Professional Focus: Courtney brings over 19 years of industry experience building and leading strategic relationships, integrating investment solutions to retail and institutional portfolios, and overseeing national distribution for asset and wealth management firms.
Education: B.A., Advertising, Southern Methodist University
Previous Work Highlights: Previously, Courtney was Managing Director, National Accounts at Centerstone Investors, Vice President, National Accounts for First Eagle Investments and Investment Specialist at Baron Capital.
Personal Facts: Outside of work, Courtney enjoys spending time with her husband and three active children, playing tennis and traveling.
