Courtney is your trusted advisor when it comes to aligning your assets with trust. As Asset Alignment Coordinator, Courtney works closely with the clients during this critical phase in the planning process to align their assets with their estate plan. When the asset alignment is finished, Courtney continues working with clients enrolled in the law firm’s Client Care Program as Client Care Program Coordinator where she delivers the many benefits of the program. She brings an enjoyable and exciting outlook to Team Legacy.
COURTNEY ROKA
Asset Alignment Coordinator and Client Care Program Coordinator
“Life is like riding a bicycle. To keep your balance, you must keep moving.”
– Albert Einstein
Get To Know Courtney
FAMILY
Courtney recently moved to Jacksonville from Mount Pleasant Mills, Pennsylvania. Prior to serving our legal team as a client care coordinator, she was the director of student services at a local career school. Courtney has also obtained her 4-40 insurance license which helps her provide excellent asset assignment services while she serves our estate and elder planning clients.
In her spare time, Courtney is a proud Navy wife who enjoys traveling, museums, art, and spending time at home with her husband and three dogs. Courtney believes that challenges make life interesting, but overcoming those challenges makes life meaningful. She treats everyone the way she would want to be treated, with understanding and respect. She makes clients feel comfortable and at ease during what can be a very emotional time. Courtney is passionate about providing a unique client experience that cannot be found anywhere else.
EDUCATION
- Delaware County Community College, A.A. – Grapic Design (2005)
- Southern New Hampshire University- B.A. – Forensic Psychology (Current)
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START PROTECTING YOUR LEGACY TODAY
Book Your Call
We offer a 15-minute complimentary call with one of our team members to get to know you and your situation.
Explore Your Planning Needs
During the call, we will find out what your planning needs are so we can see if we can help you. We will also figure out if we would be a good fit for each other.
Schedule Your In-Person Consultation
At the end of the call, we will set up a time to meet with the team and create a plan that will protect your family and preserve your legacy.
