Courtney joins Cavignac as a Private Client Personal Lines Risk Advisor, bringing a distinguished 25-year background in financial services, including the last 13 years specializing in private banking. Throughout her career, she has built a reputation centered on three core pillars: acting as a deeply trusted advisor, cultivating long-lasting relationships, and delivering exceptional client experiences. She is thrilled to embark on this new chapter, leveraging her extensive banking background to help successful individuals and families seamlessly protect their assets.

Known for her collaborative spirit and independent drive, Courtney focuses exclusively on the private client sector, guiding individuals and families through the process of obtaining proper coverage for their hard-earned wealth. From primary homes and additional real estate to luxury or collector automobiles, watercraft and valuable collections—such as jewelry, fine art, wine, musical instruments, and sports memorabilia—she ensures every asset is protected. With access to all premier affluent-market insurance carriers, Courtney can write personal insurance across all 50 states, serving as a true one-stop shop for her clients’ comprehensive insurance needs.

A proud San Diego native, Courtney loves spending her personal time with her family and friends. Her absolute favorite days are spent with her husband and their 8-year-old son, whether they are cheering on the Padres, enjoying a night at the theater, or vacationing at their favorite winter mountain resort or annual summer Maui trip. She also enjoys exploring the local wine and culinary scene, and working on her garden and landscaping.