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.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
