Courtney’s favorite part of her role is helping clients feel seen, understood, and supported—especially during life transitions or moments that require extra sensitivity. With deep experience across account management, planning coordination, and client service, she takes pride in creating a smooth, reassuring experience from start to finish.
Credentials, Experience & Education
- Financial Paraplanner Qualified Professional™
- Bachelor of Science, Business Administration - University of Phoenix
- 20+ years of customer service experience
- 6+ years of financial client services
Role within Aspire Wealth Partners
- Manage client requests
- Account maintenance and processing
- Advisor support
Personal Interests
- Spending quality time with my daughter
- Loves thrifting and finding vintage treasures
- Huge fan of live music and concerts
- Enjoys yoga, strong coffee, and spreading kindness
courtneyterry@aspirewealthaz.com