Courtney N. McElvain, CEPA, MBA

Courtney helps business owners intentionally connect the value of their business to their personal financial plan. As a second-generation wealth manager and Certified Exit Planning Advisor (CEPA®), she walks alongside owners as they prepare for retirement readiness, a successful transition, and life through and beyond the sale. She works closely with business owners generating $2 million to $20 million in revenue, aligning business strategy with personal wealth, family priorities, and long-term legacy.

Courtney has a Certificate in Financial Planning from Pepperdine University, an MBA from Western Governors University, a BA in English from Concordia University, Irvine, and an AA in Korean from the Defense Language Institute Foreign Language Center. Additionally, Courtney is a proud veteran who served as a Korean linguist in the US Army. She is a wife and mother of two children, Rook and Pepper. A published author, avid reader, and former fitness instructor, Courtney enjoys spending time outdoors with her family whenever possible.