Associate VP of Client Engagement
Courtney is an Executive Assistant to Jim Hawryluk. Utilizing her 6 years of experience, she assists clients with their financial needs, while continuing to support current clients in pursing their respective goals. She also works closely with Kimberly Meade, CFP®, Director of Financial Planning. Courtney will be focused on refining our communications and servicing promise. Courtney has built a strong foundation with Jim Hawryluk along with his team and clients.
Courtney is a graduate from Sam Houston State University where she earned her bachelor’s degree in Business Management. Born and raised in Beaumont, Texas and currently lives in Richmond, Texas with her husband, Derrian and her Pomeranian dog, Bruno. In her spare time, Courtney enjoys growing her candle business and loves expressing her creative side while working on all things DIY! She also enjoys traveling with her husband.