Courtney Patesel, CDP
Client Services Representative
As a Client Services Representative, Courtney Patesel is often the first friendly voice clients hear when reaching out to the firm. She is dedicated to providing prompt, helpful service and enjoys building connections with clients as they navigate the estate planning process.
Outside of work, Courtney enjoys reading, camping, and fishing. She loves visiting family in Florida and has a personal goal of going deep-sea fishing at least once. Married for 10 years, she and her husband have two children and two cats.
She lives by the motto, “Life is too short, so eat that cake!” and thrives on meaningful conversations, always eager to hear people’s stories.
With nearly two years at the firm, Courtney takes pride in ensuring clients receive the support they need quickly and efficiently. Hearing how the firm has helped families over the years is one of the most rewarding parts of her role.
Education:
Associate Degree in Health Information Technology
Certified Dementia Practioner
