Courtney Kimp Jr. is our Planning & Client Service Associate. In this role, Courtney collaborates with Kim and Steven on the financial planning and investment areas of our business. More specifically, Courtney is involved in the initial input and analysis of client financial plans, preparing for client reviews, and perhaps most importantly, ensuring we achieve our service commitment to clients.
Courtney has 5 years of industry experience, with over 3 years as a Senior Client Service Representative at eMoney, a financial planning software company. At eMoney Courtney helped train advisors on how to fully utilize the software tools available on the software platform. He has since helped us transition to eMoney’s software. Now Courtney is using his experience to help clients connect to their personal websites so they can observe their financial lives in one consolidated picture.
Courtney earned a Finance degree from Bloomsburg University in Pennsylvania. Courtney is currently pursuing the Series 7 and 66 securities licenses and plans to sit for the CERTIFIED FINANCIAL PLANNER™ certification exam in July of 2020.