Overview
Courtney is a seasoned tax planning and preparation professional with two decades of years of experience in the financial services industry.
She joined QuadCap in 2024 and works closely with our investment advisors and their clients, crafting customized tax solutions that integrate seamlessly with broader financial goals. Known for her meticulous attention to detail and client-focused approach, Courtney has built a reputation as a trusted tax advisor who consistently delivers results.
Courtney’s career began at one of the Big 4 accounting firms, where she developed a strong foundation in tax strategy, compliance, and complex financial reporting. During her tenure, she built a solid foundation in navigating intricate tax codes and regulations, enabling her to deliver high-value solutions to her clients.
Outside The Office
Outside of her professional life, Courtney enjoys spending time with her husband, Jake, and their active family. Their two young sons, Jackson and Nathan, are deeply involved in sports, keeping weekends bustling with activities, while their youngest daughter, Clara, is just beginning to explore sports herself. Their oldest daughter, Mikaela, has graduated from college and is now living and working in Dallas at a local law firm.
The family also shares a love for their four-legged companions, including two Bichons Frisés and their most recent addition, a two-year-old German Shepherd mix they rescued. Their home is filled with activity, love, and plenty of wagging tails.
Courtney and her family live in Colleyville, TX and are proud to be Carroll Dragons, Courtney’s high school alma mater.