Courtney’s early interest in the stock market led her into financial planning, but building a family and owning a business deepened her commitment to helping clients think beyond today and plan for lasting impact. Those experiences sharpened her focus on generational wealth, tax-aware strategies, and transforming businesses into meaningful family assets.
With more than 20 years in the financial services industry, Courtney is known for building deep, long-term client relationships. She serves as a central resource for investment planning, protection strategies, tax considerations, and estate planning coordination, helping clients bring clarity to complex financial decisions and life transitions.
Her approach is rooted in values-based planning, aligning financial strategies with what matters most. Through Cornerstone Advisor Group’s collaborative environment, Courtney works alongside CPAs and estate planning professionals to support cohesive planning and thoughtful preparation for whatever life may bring.
Courtney A. Coombs is a Registered Representative and Investment Adviser Representative of Equity Services, Inc.