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Our financial advice team


Courtney Yartz Ameriprise Financial Advisor

Courtney Yartz

ChFC®, APMA®

Financial Advisor

Encore Wealth Management Group
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Saving for Education
  • Insurance
  • Wealth Preservation Strategies
  • Charitable Giving

Interests

  • Traveling with my Wife
  • Coaching Little League Baseball

Qualifications

  • ChFC® Chartered Financial Consultant®
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Bachelor's Degree, Business Adm. and Management, Morehead State University, 2005-2008, Morehead, KY
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