Meet Your Advisor
About
Courtney Cooper is a Client Service Associate for Capital Investment Advisors (CIA). She works closely with our team in Denver to ensure our day-to-day processes are running smoothly and help our families work towards a happy retirement.
Courtney studied psychology at Houston Community College before moving to Denver in 2015. She worked in the mortgage industry for 2 years before deciding on a new path in finance. In her free time, she enjoys hiking in the mountains with her dog Belle, seeing live music, and watching football on Sunday's with her husband Justin.Start with a no-pressure conversation about your goals, your questions, and what a plan built around your family could look like.
Capital Investment Advisors, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply any level of skill or training. For more information, including our Form ADV, please visit https://adviserinfo.sec.gov/firm/summary/158055.
A clear, no-pressure guide to deciding whether converting pre-tax retirement savings to a Roth may fit your situation.
