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Courtney Whaley

Senior Manager

CPA
Professional Designations
Trusted Tax Advisor. Leader. Client Advocate.
What She Does
Courtney can be found baking, shopping, watching football, and spending time with family. She is also proficient in modern day calligraphy and enjoys pursuing craft projects.
Outside of Work
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Profile

Professional

Profile

Who She Serves: Insurance

Industry Involvement

  • Member, American Institute of Certified Public Accountants
  • Member, Insurance Accounting & Systems Association

Licenses

  • NC #42410

Education

  • BS in Accounting, Financial Analysis Concentration, North Carolina State University
  • Master of Accounting, North Carolina State University

Firm Involvement

  • Member, Tax Training Committee