Courtney Font

Courtney is a Principal at Crooked Tree Capital Advisors (CTCA) and a CERTIFIED FINANCIAL PLANNER™ professional who helps individuals and families bring clarity and confidence to their financial lives. Drawing on more than 16 years of experience in advisory, sales, and portfolio management with both a national wirehouse and a regional bank, she specializes in comprehensive financial planning, retirement income strategies, and Social Security optimization. Courtney takes pride in translating complex financial concepts into actionable plans that empower clients to make informed, values-based decisions about their future.

Her passion for financial planning stems from a genuine desire to help people feel more secure and in control of their financial journey. With a thoughtful, relationship-centered approach, she guides clients through life’s transitions — helping them align their wealth with what matters most. A member of the Financial Planning Association, Courtney holds a bachelor’s degree from Hobart and William Smith College and is deeply committed to advancing financial education and community well-being.

Active in her community, Courtney serves on the Boards and Finance or Investment Committees of several organizations, including the McLaren Northern Michigan Hospital Foundation, the Petoskey Harbor Springs Area Community Foundation, and the Women’s Resource Center of Northern Michigan. A proud resident of Petoskey, Michigan, she enjoys life in Northern Michigan with her husband and their two children.

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