CFO at Global Manufacturing Company“It’s clear that they are passionate about their work and deep in their expertise, and that we can count on them to get the job done.”
Courtnay has over 20 years of experience in individual tax compliance and planning, estate planning, family partnerships and trusts and estates. She also advises individuals in the complex areas of executive compensation and philanthropic strategies. Her clients include wealthy individuals as well as corporate executives.
Prior to joining the firm, Courtnay was a principal at Tarpley & Underwood, an accounting firm that merged with Windham Brannon in 2011. Previously, she was with a local CPA firm as well as a senior tax manager with PricewaterhouseCoopers, LLP.
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