Courtenay provides comprehensive financial planning and investment management services to clients. She joined the Ketron team in 2015 bringing with her an excitement for financial literacy. Prior to joining the firm, Courtenay spent 8 years in the financial services industry working at Wells Fargo and Redwood Credit Union. Her expertise includes wealth management strategies and insurance planning. She has received her B.S. in Finance at California State University, East Bay and is currently studying at the College for Financial Planning to receive a graduate degree in Personal Financial Planning. Courtenay is a Novato native and enjoys hiking, playing soccer and reading.