Courtney Poffenberger
Associate Director of Operations
I always wanted a career where I could help people, and Embree is the perfect place for me to do that. I love assisting clients, and I strive to make the experience as easy as possible and less stressful than they anticipate.
I come from a small farm town in central Illinois. After graduating from the University of Illinois with a degree in Finance in Agribusiness, I moved to Chicago seven years ago.
Areas of expertise
Private Wealth Management (PWM)
I enjoy working behind the scenes managing the client’s experience. This includes handling Charles Schwab requests, sending out wires, building comprehensive reviews, and staying on top of a client’s preferred review schedule.
Retirement Plan Services (RPS)
I help build all comprehensive plan reviews to have an in-depth knowledge of every Embree 401(k) plan. I enjoy working with Recordkeepers and TPA’s to help Plan Sponsors, and I am here to help manage all participant requests and questions regarding their 401(k) plan.
Questions I often hear:
How do I consolidate my savings?
Embree offers clients a number of efficient ways to consolidate assets. The best choice for one client may not be right for another, so I recommend talking to one of our advisors to find out more.
What information do you need from me to build a comprehensive financial plan?
All kinds of information is relevant when building a financial plan. However, speak with one of our advisors for a list of the most common types that will provide a great start to a tailored comprehensive financial plan.
Do I need to have a beneficiary on my account?
Embree strongly advises having beneficiaries on your account.