Courtney Roberts

Office Coordinator

Courtney Roberts is an Office Coordinator based in our Seattle office.

Courtney channels her passion for customer service toward all aspects of her life, always asking those she serves, “How can I make your life easier?” She has long been an adventurer in her career, seeking out opportunities that allow her to grow in her understanding of people and to help others in a variety of industries.

That winding journey has led to significant administrative and customer service experience, most recently as an administrative assistant with the Seattle Indian Health Board. She holds a bachelor’s degree in Human Services from the University of Phoenix.

She is a devoted mom and an avid reader.

Previous Experience

  • Office Coordinator at Private Ocean Wealth Management

Education & Credentials

  • BA, University of Phoenix, Human Services

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.