Courtney Durham (CFP®)

Courtney Durham focuses in the
following client markets or areas of practice:

Cash Flow/Budgets/Credit Issues

Financial Psychology/Coaching

Middle Income Client Needs

Novice Investors

Women's Financial Planning Issues

Planning Specialties

Courtney, a native of Horsham, Pennsylvania saw financial struggles first hand in her immediate family. This inspired her to pursue a career in wealth management. As a Financial Planning Associate, she is passionate about helping individuals and families accomplish their personal and financial goals.

Courtney graduated Cum Laude from Temple University in Philadelphia, Pennsylvania earning a Bachelor’s degree in both Finance and Financial Planning. During her time at Temple, she focused her studies on intergenerational wealth planning, behavioral finance, and communication.

Outside the office, you can find Courtney traveling or planning her next adventure. You may also catch her working out, admiring nature on a hike, reading or spending time with her family on Long Beach Island.