Courtney M. Weber

As a Truepoint wealth advisor, Courtney helps clients feel confident about their financial matters. She sees herself as their guide through years of financial decision-making, keeping them organized and informed, and she enjoys watching them accomplish their dreams. As Truepoint’s Director of Client Relations, Courtney leads the firm’s wealth advisor team, ensuring that clients have the best possible experiences with Truepoint and that their interactions are meaningful, helpful, and consistent across team members and the firm. She also acts as a coach to her fellow team members and strives to foster a culture of professional development and growth. Courtney’s role on the firm’s management team also affords her the opportunity to shape Truepoint’s long-term strategic plan.