Courtney E. Stephenson

B.S. Financial Services – Wright State University

Courtney is responsible for setting up new client accounts as well as ongoing account administration, including tracking capital flows and quarterly report processing. She also serves as a client administrator for private investments. She has a passion for helping others and enjoys learning new things. Prior to joining EBS in 2016, she worked as an office manager and accounting assistant at a local Human Resources firm.

When not working Courtney enjoys spending time with her husband David and their two young sons. She also enjoys watching sports, especially football.