Courtney Mersereau

Courtney began her career in wealth management in 2008, and she soon fell in love with helping people on such a personal level. She is passionate about supporting women in transition, especially those who are new to managing their own finances. Courtney goes deep with her clients, approaching them with empathy to create meaningful, lasting relationships. Her goal is to help clients better understand what’s important to them so they can make financial decisions in alignment with those values. Courtney graduated from Vassar College with a major in environmental studies. She lives in northeast Portland with her husband, her two stepchildren, and the family’s wire fox terrier, Sophia Rose. Courtney enjoys golf (as well as competition of any kind), the Oregon coast, craft beer, and cheering for the Portland Thorns and Timbers.