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Courtney Robinson

Courtney Robinson

Executive Assistant

904-750-3077

courtney@congruentwealth.com

I serve as Executive Assistant to the Advisor, managing calendar scheduling, client communication, and a wide range of administrative functions to ensure the smooth and efficient operation of the office. Additionally, I have a key role in client and strategic partner outreach/marketing. In 2023, I earned my bachelor's degree in business administration from Southern New Hampshire University.

With over a decade of experience as an administrative professional, I’ve had the privilege of supporting teams across a variety of industries—including higher education, healthcare and the nonprofit sector.

I have extensive experience in financial operations, related to budgets, reconciliation, grants, and project financials. In my previous role as HR/Fiscal Manager, I led hiring and onboarding, created personnel budgets, and managed all payroll, financial reporting and compliance efforts. Beyond the primary administrative and financial responsibilities, I also managed social media content, community outreach, event planning, and donor engagement—strengthening the organization's public image and strategic partnerships. I am consistently recognized for my ability to provide executive-level support with the highest degree of professionalism to ensure smooth operations and positive stakeholder experiences.

Originally from Augusta, we relocated to St. Marys, GA in June 2022. I am married to my best friend, Michael, and we've been blessed with three terrific children. As the proud wife and daughter of military veterans, I am dedicated to instilling in my children the same core values which shaped me—a strong faith, deep patriotism, a relentless work ethic, and a steadfast commitment to showing up for others with integrity and purpose. We also share our home and love with four-legged babies- two dogs, Whiskey and Chance, and a bearded dragon named Bowser.
Outside of work, I enjoy spending time with family, football, painting, weather-tracking, and exploring the world around me. I am passionate about continuous learning and self-growth, regularly dedicating time to researching new topics that broaden my knowledge and support both personal and professional development.

Favorite Quote:
"I am a firm believer in luck and the harder I work, the more of it I seem to have." — Coleman Cox