Courtney Wolfe

Courtney brings 14 years of invaluable experience in the financial industry to The Kelley Financial Group, where her dedication to personalized client service shines. With a time-tested track record of overseeing institutional clients, managing accounting and financial reporting, Courtney is committed to providing a seamless and supportive experience for every client.

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Beyond the Numbers

Courtney's commitment extends beyond financial expertise. She prides herself on her outstanding customer service, a quality for which she has been consistently recognized. Her talent for fostering positive environments, demonstrated through her leadership in employee engagement, will be instrumental in creating a welcoming and supportive experience for our clients.​

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Education

• Bachelor of Science in Business Management, with a concentration in Project Management and Marketing.

• Currently working towards obtaining Series 65 and insurance licenses.

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Personal Life

Outside of the office, Courtney enjoys traveling, spending quality time with family and friends, tackling house projects, and relaxing at home with Vera, her 12-year-old Westie.