As a Senior Tax Associate at The Colony Group, Courtney advises high-net-worth clients on their personal and business tax matters along with preparing and filing their taxes. She enjoys helping clients understand the impact taxes have on their overall financial picture and integrates these details into their overall financial plan.
Courtney is passionate about working as a tax professional. She started her career as a tax intern and gained her CPA license while working full time – something that she considers her greatest achievement.
She served as a Senior Tax Associate at Aurora Financial Advisors prior to merging with The Colony Group in early 2019. Previously, Courtney worked as a Senior Tax Specialist for a Boston-based hedge fund.
Courtney earned a Master of Science in Taxation and a Bachelor of Science in Corporate Finance and Accounting from Bentley University and is a licensed CPA professional in Massachusetts.
Outside of the office, she enjoys running and is a beekeeper!