Broker Check
Courtney Cavalli

Courtney Cavalli

Administrative Assistant

Courtney is an Administrative Assistant for our advisors, Rob, Justin, and Kevin in our Yuba City office. Courtney makes customer service her number one priority. She takes pride in assisting people with their needs. Courtney is responsible for scheduling client appointments, greeting clients, client meeting preparations and reporting, and distribution requests.

Courtney grew up in Durham, California and attended Butte College where she studied communications. She enjoys working in the financial space. In her spare time, she enjoys traveling and being outside with her dog, Odie.