• Courtney Stephens

    Administrative Assistant

As an Administrative Assistant, Courtney helps us maintain the high level of service we provide to our clients. Using her background in both customer service and financial planning she works diligently with our team to ensure that all daily operational needs are met.

Courtney is a 2020 graduate of The University of Georgia where she majored in Financial Planning. She also attended Young Harris College for two years prior to her time at UGA.

A Georgia native Courtney grew up in Young Harris where her family resides. She now lives in Atlanta with her cat Haze, and enjoys yoga, reading and spending time with friends.