portrait of Courtney Kern

About Courtney

My passion is helping people achieve their personal goals while having a meaningful impact on their lives.

Growing up in the Medford area, my family and friends are very important to me. I've always been one to help my friends and family with whatever was important to them: finances, relationships, health or personal growth. I was fortunate to be surrounded by many sincere, giving people, which has ultimately molded the person I am today. My biggest influence was my father, who is also a financial advisor. I would see him caring for his clients as if they were family; spending...

Focus Areas

  • Intergenerational Planning
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Wealth Strategies

Work History

  • Edward JonesJune 2015 to Current

Education

  • Univ of Wisconsin,OshkoshBachelor of Business Admin

Team Members

  • Tammy Fieselman
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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