Mrs. Hoffman is a Founding Partner at EverPar Advisors.
Courtney believes that having a plan, the right plan, is a powerful tool. She is a CERTIFIED FINANCIAL PLANNER™ professional and earned the Accredited Asset Management Specialist™ designation, reinforcing her commitment to being highly qualified as she helps clients develop a plan to secure their financial future and attain their goals.
Courtney always wanted to be an accountant. But that was a stepping stone toward a career path she didn’t know existed. After being introduced to the financial services industry, her decision to pursue an advising career was fueled by her conviction that she could add value to her clients’ lives by applying her well-honed financial management skills.
Prior to EverPar, Courtney served as Financial Advisor at Raymond James. Before that she was CFO to startup Soma Access Systems, Wetsco and MD MedTech, giving her broad expertise in the manufacturing and medical equipment fields. In addition, as a managing shareholder and CFO of MD MedTech from 2016 to 2018, she was responsible for all the financial activities of the company as well as the overall strategic direction as part of its executive management team.
Courtney is a Tulsa native who earned a bachelor’s degree in business administration and accounting from Oklahoma State University. Her philanthropic heart led her to being the founding President of the National Charity League, Bixby Chapter, an organization she is still actively involved with, and she is an alumna of Kappa Alpha Theta. Courtney is a foodie, travel buff and sports fan. When she’s away from the office, she enjoys scoping out new food spots and cheering on all her kids’ sports. She and her husband, Jonathan, have three children.