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Erica Courtney

Client Concierge
Experience: 1 years
Email: erica.courtney@insightwp.com
Phone: 972.543.4800
Fax: 972.543.4801

Erica

Erica has been with Insight Wealth Partners since February 2025 and is a client concierge, putting her organization and planning skills to use by scheduling meetings for advisors. Erica is currently pursuing a bachelor’s degree in Business Administration and Data Analysis at Liberty University. In her spare time, she enjoys cooking, working out, and spending time with her husband, Luke.

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Insight Wealth Partners

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3333 Premier Drive, Suite 800
Plano, Texas 75023

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For more information, please call
972.543.4800 or email info@insightwp.com

Insight Wealth Partners, LLC is an Investment Adviser registered with the SEC. Advisory services are only offered to clients or prospective clients where Insight Wealth Partners, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. No advice may be rendered by Insight Wealth Partners, LLC unless a client service agreement is in place. Investing involves risks, including the possibility of principal loss. The use of a Financial Advisor does not eliminate risks associated with investing. Consider the investment objectives, risks, charges, and expenses carefully before investing.

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