Courtney Grusendorf joined Evensky & Katz/ Foldes Wealth Management in November 2020. She is currently the Director of Client Services, overseeing other Client Services Associates by providing direction on various tasks, training new hires, and ensuring operational procedures are efficient and followed.
Courtney graduated from Texas Tech University in December 2018 with a Bachelor of Science in personal financial planning. Prior to joining Evensky & Katz/Foldes, Courtney interned at a wealth management firm in downtown Minneapolis, Minnesota, and worked for two years at a financial planning firm in Lubbock, Texas.
Courtney grew up in Waco, Texas, where she was heavily involved in softball and volleyball. She lives in Lubbock and spends time with her family, napping with her dog, and binge-watching TV shows. She enjoys Sudoku, puzzles, and trivia with her friends at a local brewery.
In a competitive wealth management landscape, your Client Services team can be your greatest differentiator. A thriving Registered Investment Advisory (RIA) firm isn’t just built on strong financial planning and investment strategies—it’s also built on an exceptional Client Services team. The Client Services department is the backbone of client relationships, ensuring that every interaction is…
In the dynamic world of financial services, Client Service Associates (CSAs) play a pivotal role that extends far beyond administrative support. As a crucial support system for financial advisors, CSAs are integral to fostering strong client relationships and ensuring smooth operations within a financial planning firm. For financial planning firms looking to cultivate top-tier talent,…
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