Courtney M. Font headshot

Courtney M. Font CFP®

Principal
231-348-2516

Courtney is a Principal member of CTCA. She is a CERTIFIED FINANCIAL PLANNING™ 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 Board of Directors and the Finance Committee for the McLaren Northern Michigan Hospital Foundation, Board of Directors and the Investment Committee for the Petoskey Harbor Springs Area Community Foundation, and the Finance Committee for the Women’s Resource Center of Northern Michigan. She has also served as a board director and board president of the Zonta Club of Petoskey, the board treasurer for the Women’s Resource Center of Northern Michigan, and on the Board of Directors for the Kiwanis Club of Harbor Springs. She also sits on the Investment Committee for the Fishtown Preservation Society.

Courtney lives in Petoskey, Michigan with her husband and their two children.