Courtney Welfel is a seasoned Legal Assistant with a rich background in estate planning, probate, and small business formation law. Since graduating from The University of Texas at Austin with a bachelor’s degree in Corporate Communications and a Business Foundations Certificate, Courtney has developed her expertise in the legal field, beginning her career as a file clerk in 2007 and ascending to her current role. She joined with Brian Fees in 2019, bringing her deep experience and dedicated work ethic.

At WealthVisory, she supports clients in various capacities, including setting up new accounts, handling money movement requests, and managing various other operational tasks.