Courtney Kennedy CFP®

Courtney serves as a Private Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

With more than 15 years of experience in the financial services industry, Courtney has developed an in-depth knowledge of providing clients with comprehensive wealth management.

Prior to joining Creative Planning, she worked in a variety of roles within the banking industry, most recently as a Senior Private Banker for the Wealth Management division at a local financial institution.

Courtney earned a Bachelor of Arts degree from the University of Toledo. She is also a CERTIFIED FINANCIAL PLANNER^® professional, as designated by the Certified Financial Planner Board of Standards, and a Certified Wealth Strategist^® professional, as designated by Cannon Financial Institute.

Courtney and her husband, Steven, have two children: Scarlett and Luke. In her spare time, Courtney enjoys reading, cycling, hosting dinner parties and spending time with her family.