Jay D Courtney, CLU®, RICP®
Wealth Management Advisor


Courtney Financial

Personal

Jay Courtney is a resident of Carrollton, Texas with his wife Stephanie and two boys, Jack and Jared.  His interests include football officiating at the High School level.  He also enjoys golfing, coaching his kids and physical fitness.

As a former food brokerage company owner and the founder of Courtney Financial, Jay Courtney knows all about the challenges that business owners face. Armed with a knack for money management and a passion for helping other people learn to thrive financially, he left the food industry to follow his father's 50-year financial service legacy in 1998, and has been on fire for what he does ever since.

Clients always come first for Jay, and he is thankful that he can be free to meet wherever it's most convenient for them, knowing that his team of staff is always working hard and taking care of things while he's gone. Client service is critically important for Jay, and if you want to work on his staff, you have to absolutely love the clients and work hard to exceed their expectations at every turn.

Jay received his Chartered Life Underwriter designation (CLU®) and his Retirement Income Certified Professional (RICP®) designation from the American College in Bryn Mawr, PA. His expertise allows him to empower clients through proper retirement and distribution planning. Jay has been a qualifying member of the Million Dollar Roundtable (MDRT) for the last 17 years straight, and is also proud to be a recipient of the NAIFA National Quality Award numerous times. He has been a qualifying member of the exclusive Northwestern Mutual Forum five times, ranking in the top 200 agents in the company nationwide.

Prior to entering the business world, Jay served in the Army Reserves from 1981 until 1987. He graduated from Iowa Wesleyan University, formerly known as Iowa Wesleyan College, in 1984, with a degree in math education. He also enjoyed playing football for the college, and is still passionate about the sport.

When he's not in the office, Jay is heavily involved in philanthropy. He is a charter member of the Iowa Wesleyan Football Alumni and Friends, a 501(c)(3) that raises funds for Wesleyan's football program. Jay is also a member of the Purple and Gray Foundation which provides funding to his former high school's athletics program at Burlington Community High School. He's a member of the Children's Trust for Children's Medical Center in Dallas and he is an active sponsor of Team Connor, an organization that performs pediatric cancer research. He is also a sponsor of the Trinity Christian Academy baseball program in Addison, TX

Jay is also a current member of the Dallas Football Officials Association and has been officiating high school football for 32 years. He also formerly officiated for 15 years at the NCAA Division II and III level, before giving up the college game to coach his sons, Jack and Jared in flag football when they became old enough to play. Jay and his wife, Stephanie, have been married since 2000 and family time is very important to them. When they're not at their sons' sporting events, they often can be found serving at Coppell Bible Fellowship Church.

 

“My goal with every client is simple. I want to empower them to make

 game-changing decisions that will help maximize and protect their wealth.

 I do this by making sure they fully understand every option that's available

 to them, no matter how complex it may seem at first.”

 

 

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