About Courtney Holmes
Courtney has a Bachelor of Business, majoring in Financial Planning. She has the responsibility of ensuring that clients investment strategies are implemented as smoothly and seamlessly as possible. In the background, Courtney is reviewing client plans and investment portfolios to ensure they remain relevant and accurate for their current situation.
Building and maintaining client relationships is extremely important to Courtney and she prides herself on always having her clients queries answered promptly and efficiently.