Courtney is Senior Manager of Xplan Experience, focused on  empowering the financial advice community to unlock the value of Xplan. With more than 25 years of hands-on Xplan experience, and a focus on strategic enablement, Courtney designs scalable initiatives that drive deep product adoption and help advice practices thrive. As a passionate user advocate, committed to nurturing a thriving ecosystem of industry experts, Courtney ensures education, community support, and the customer’s voice remain at the heart of the Xplan experience.