CPA, Private Investment Operations Associate
Courtney joined the Avidian team in 2022 as a Private Investment Operations Associate. Before Avidian, Courtney’s career was focused on public accounting, providing tax planning and compliance to high-net-worth individuals and families. Courtney is a Certified Public Accountant (CPA). Courtney graduated from Louisana State University. Courtney enjoys spending time with her husband, David, their Bernadoodle puppy Hank, family, and friends.
We look forward
Whether you are looking for someone to partner with you in protecting and growing your assets, or you are an experienced financial advisor interested in joining the Avidian Wealth Solutions team, we want to hear from you. Please call us or email us, and we’ll be in touch as soon as possible!