Courtney is based in the Tulsa headquarters and is a member of the financial planning group at Capital Advisors. Her background broadens the depth of advisory resources made available through of our Financial Planning team.
Prior to joining the firm in 2024, Courtney served as a Tax Manager at a local public accounting firm, where she supervised tax planning and the preparation of returns for over 200 clients. Although she possesses expertise in both individual and business tax, her specialization lies in individual and fiduciary taxes.
Courtney, a Certified Public Accountant, has over a decade of experience in public accounting. She holds a Bachelor’s degree in Business Administration from Northeastern State University. Additionally, she is a member of the American Institute of Certified Public Accountants and the Oklahoma Society of Certified Public Accountants, and serves on the board of the Tulsa Estate Planning Forum.
In addition to her professional responsibilities, Courtney is actively involved in her daughter’s school where she serves on several committees and enjoys volunteering. In her leisure time, she enjoys traveling with her family, with Disney World being a favorite destination.