Courtney Stroope
Partner, Managing Director at Creative Planning Retirement Services
Based in Dallas, United States
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Seniority
C-Team
Department
General Business & Management
Location
Dallas
Industry
Financial Services
Company size
55
Contact information
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c•••••••@creativeplanning.com
Phone
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Background
About Courtney Stroope
Courtney joined Lockton Retirement Services as the first full time Dallas-based associate in 2005. Through her innate leadership ability and her dedication to service, she has helped grow the Dallas team from a two-person shop, into the largest Lockton Retirement office in the country with over 20 team members and assets totaling over $16 billion. Her passion lies in being a partner to corporate retirement plan sponsors to aid in managing the plan's investment options, increasing participant engagement through a strategic financial wellness program, reducing the fiduciary risk plan sponsors of all size face, and lessening the burden of day-to-day administrative tasks.
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