ASSOCIATE PLANNING ANALYST

Courtney is an Associate Planning Analyst with Mosaic whose duties begin with the initial onboarding of a client. Her responsibilities include gathering, processing, and review of a wide variety of tax, legal, business, and financial data. The data is then used to develop balance sheets, entity maps, and cash flow models that serve as the foundation of our customized financial and business plans.

A native Houstonian, Courtney graduated with a Bachelor’s Degree from Texas A&M with a general business major and is completing coursework for CFP® at Rice University. Outside of the office, she enjoys traveling, photography, and spending time with family and friends.