Contact Courtney for your private banking needs today by calling:
Email: csearles@greenwoods.bank
Office Direct: 608-471-5448
Experience
Courtney has been in banking since 2001, with expertise in navigating complex financial situations, tailoring sophisticated solutions to meet client goals, and executing strategies in the following areas: Trusts & Estates, Shareholder Financing, Closely-Held Business Ownership, Investment Property Purchases, Divorce Financial Services, and Asset-Based Lending.
Courtney’s Clients Say
“That was easy!” Courtney is dedicated to creating efficiencies for busy professionals and delivering a seamless experience, ensuring clients never have to worry about what happens behind the scenes. Often, clients may not even realize the solutions Courtney provides exist, but they come to value her comprehensive and detailed approach to understanding their full financial picture and goals. She reminds clients that they are experts in their professions and shouldn’t have to navigate their finances alone to achieve their dreams. With her knowledge and experience, Courtney is here to help maximize their financial lives!
Courtney’s Hobbies and Family
In her downtime, Courtney is active with the Clean Lakes Alliance, where she currently serves as an Executive Board member and Finance Committee member. She loves to travel, attend concerts, practice yoga and pilates, and spend time with her Miniature Pinscher, Rex. Courtney is a very proud mother to her son, Dominic, who is currently attending college to pursue a degree in BioChemistry.
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