Courtney W. DeVoss

Title

Account Officer

Education

B.S. in Management with a Minor in Economics from the Pennsylvania State University, Smeal College of Business

Statement of Service:

Courtney joined Abundance in the summer of 2007 as a Client Advocate. In this role, she was immediately immersed in the firm's Six Steps to Wealth Wisdom process, where she gained knowledge and an understanding of the importance of teamwork and meeting individual clients needs. She also had the opportunity to help with the creation and design of the Abundance website.

Courtney has more than ten years of financial services and human resources experience. She has worked in the Financial Services, Banking, Pharmaceutical, and Higher Education sectors. Her previous work experience has exposed her to a well-rounded array of all aspects of business operations including accounts payable/receivable, research and development, human resources, payroll, employee relations, training, and compliance.

In early 2008, Courtney joined the Wealth Administration department as an Account Officer. In her role she is responsible for cash management, including all client banking and distributions, periodic distributions, maintenance on accounts, retirement plan tax payments, and the closing account process.