Courtney J. Babiak, MPA, RFC®

Courtney J. Babiak, MPA, RFC®

Chief Operating Officer/Advisor

Courtney has been in the financial industry since 2012 and joined the Troxell Financial team in 2016. She maintains the ongoing operations and project management within the firm as well as serving her individual clients. While serving a broad base of clients, Courtney focuses on special needs planning as well as women investors. She is devoted to helping her clients and the Troxell Financial team, envision their goals, and develop a plan and process to pursue them.

When I’m not working, you will find me: Playing with my kids, coaching peewee soccer, volunteering with United Cerebral Palsy, watching Cardinals baseball, or spending time with family and friends

Proudest accomplishment: My children

Favorite movie: Elf

A few things about me you may not know: I can still land a flip throw…barely, I’m a Cheese Head, born and raised Packers fan, with no real ties to Wisconsin.

Family members: Mike (husband), Lillian, Bennett, Boomer(dog)

Favorite holiday: My birthday, it’s a national holiday, right?

Best piece of financial advice received: A goal without a plan is just a wish

If I could meet anyone, past or present, it would be: Mother Theresa (some say we are similar)