Courtney joined Main Street Financial Solutions in September 2017 as our Chief Operations Officer. Courtney’s responsibilities include the human resources, operations, and compliance functions at MSFS. Courtney works to provide guidance to MSFS’s advisors on operations and procedures to ensure compliance and to protect the interests of the firm’s clients. In addition, she also assists in the overall client experience by supporting advisors and addressing our client’s needs.
Prior to joining Main Street Financial Solutions, Courtney previously held executive-level Human Resources positions specializing in the development and implementation of HR strategies and programs. Courtney lives in Yardley, PA with her husband and three boys.