Courtney brings over 15 years of administrative experience in Client Services roles and Office Management and has been a Notary Public for the past three years. She spent the last three years as a legal assistant working in an estate planning firm.

Courtney has developed a passion for helping people with their unique wishes, protecting their assets and their specific needs. She assists the firm’s staff in the day-to-day operations, ensuring that the staff has the support they need for the office to run most efficiently.

Courtney was born in Newport Beach and is currently raising her family in Orange County, California. In her spare time, she loves crafting, reading and going on adventures with her family. Her favorite thing to do is explore the beaches of Southern California’s beautiful coast with her family.