About Courtney

Courtney Willey is a seasoned financial advisor with a passion for empowering individuals and families to achieve their financial goals. Born and raised in the small town of Morocco, Indiana, Courtney developed a strong work ethic and a deep appreciation for community values. After graduating from Indiana University, she embarked on a fulfilling career in financial planning.

With over a decade of experience under her belt, Courtney has honed her expertise in investment strategies, retirement planning, and wealth management. Her dedication to providing personalized solutions tailored to her clients' unique circumstances has earned her a reputation for excellence and a loyal client base.

Outside of her professional endeavors, Courtney finds joy in spending time with her family. She is happily married to an educator and is the proud mother of two young daughters. Together, they reside in Fishers, Indiana, where they cherish the close-knit community and vibrant atmosphere.

When she's not helping clients secure their financial futures or running around after the kids, she can often be found immersed in a good book, exploring the great outdoors while camping or kayaking or enjoying a glass of wine on a patio with friends. She is also an active member of her local Tri Kappa chapter, where she volunteers her time to support various charitable initiatives and community projects.

Driven by a desire to make a positive impact on the lives of others, Courtney Willey strives to exemplify integrity, compassion, and expertise in all aspects of her life, both professionally and personally.