She earned a Bachelor of Science in Human Services from Thomas Edison State College and holds Series 7 (General Securities Representative), 9 & 10 (General Securities Sales Supervisor), and 65 (Investment Advisor Representative) securities licenses, life, health, and variable insurance (including annuities). Prior to Stifel, she worked at Premier Financial Group in Eureka, California. The most rewarding part of her work is the opportunity to help her clients pursue their financial goals through a disciplined saving and investing approach. In 2006, she moved back to beautiful Redding, California, with her husband, Adam, an Air Force Veteran, and they enjoy raising their two school-aged children, Rook and Pepper, who attend California Adventure Academy.Īll written business communications will be in English.Īnn Marie began her investment industry career in 2006 and joined Stifel in 2013. She has taught fitness and yoga classes for 27 years. She is also past chairman of the board for the Redding Chamber of Commerce and past charter president of the Active 20-30 Club of Redding. Outside the office, Courtney serves as member of Redding Rotary. She also holds Series 7 (General Securities Representative) and 66 (Investment Advisor Representative) securities licenses, as well as life, health, and variable insurance (including annuities). Her family-like office atmosphere provides clients with an experience filled with warmth, comfort, and class.Ĭourtney graduated with a degree in English from Concordia University, Irvine, an AA in Korean from the Defense Language Institute Foreign Language Center in Monterey, California, and is an Army Veteran who utilized her GI Bill to earn a Master’s Degree in Business from Western Governors University and holds a Certificate in Financial Planning from Pepperdine University. Courtney, a Redding, California, native and second-generation financial advisor, has been building holistic investment and wealth management plans for families, small businesses, and established non-profits since 2009.
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