Advisor profile


My approach

Courtney L Tome - My approach photo

What you can expect when you work with us

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Courtney L Tome - My approach photo

Areas of focus

  • Retirement Plan Distribution
  • Sustainable and Responsible Investing
  • Women's Financial Strategies
  • Retirement Income Strategies
  • Insurance
  • Intergenerational Planning
5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • CLTC® Certified Long Term Care®

Education

  • University of Illinois (Chi.) - B. S., Business Admin. and Information Decision Sciences (2000-2005)

Interests

  • Spending time with my family, especially my son, doing things we enjoy (i.e. going to the movies, theatre productions, sporting events and outdoor festivals)
  • Working around the house and in our yard
  • Taking road trips with friends and family

Community participation

Koney Wealth Advisors 'Give Back':

This year Koney Wealth Advisors are partnering with NAWS of Mokena, IL. NAWS is a south suburban animal welfare organization that focuses on rescuing animals and finding their forever loving home. To show our support for this organization we are collecting blankets, towels, leashes, collars, toys and more to donate to help our furry friends in need.

If you are interested in supporting this cause, feel free to drop off your donations at our Orland Park or Oakbrook offices.

Previous experience

  • Sr. Field Operations Leader - Ameriprise Financial Services, Inc, 2010-2016
  • Office Systems Trainer - Ameriprise Financail Services, Inc, 2008-2010
  • Operations Specialist - Ameriprise Financial Services, Inc., 2006-2008
  • Human Resources and Technology Manager - TCH Management, 2001-2006