Courtney M. Font, CFP®

Principal

Courtney is a Principal member of CTCA.  She is a CERTIFIED FINANCIAL PLANNINGTM professional and is a member of the Financial Planning Association.  She holds a bachelor's degree from Hobart and William Smith College. Courtney has a broad background in financial services.  Prior to joining CTCA, she spent 16 years in various advisory, sales, and portfolio management roles for a large wirehouse and a regional bank. Her responsibilities are primarily focused on financial plan development and client servicing.  She specializes in retirement planning and Social Security claiming strategies. Courtney currently serves on the Investment Committee for the Petoskey-Harbor Springs Community Foundation, the Finance Committee for the Women's Resource Center of Northern Michigan, and as Board Vice President for the Zonta Club of Petoskey. She has also recently served on the Board of the Kiwanis Club of Harbor Springs. Courtney lives in Petoskey, Michigan with her husband and their two children.  

Phone 231-348-2516
Mobile Phone 231-883-3377