Courtney A. Grimsrud

Senior Client Relationship Manager

Courtney has more than 15 years of financial planning and advisory experience. She provides comprehensive financial planning services to multi-generational families, including estate and wealth planning transfer strategies, debt management, cash flow planning, and tax planning. Before joining Okabena Company, Courtney was a Director and Relationship Manager at Abbot Downing, a division of Wells Fargo providing wealth management services to ultra-high net worth families and foundations. Prior to that, Courtney practiced as an estate planning attorney for 12 years in Chicago and the Twin Cities.

Courtney has a BA degree in Political Science from Purdue University, a JD from the University of Minnesota Law School, and an LLM in Taxation from Northwestern University.

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