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Chat withState: Wyoming
Acquired: 2019
No misconduct found
State: Utah
Acquired: 2017
No misconduct found
5 Client Reviews
Showing 1 - 1 of 1 review | Trusts
Posted by Diana | February 25, 2020 | Hired Attorney
Estate Planning Portfolio
We hired Courtney Neves to do our estate planning and Trusts. Courtney was thorough and professional. We had a lot of loose ends with our estate which Courtney took the time to educated us and provided us with a complete Estate Planning Portfolio. The Portfolio is detailed and easy to understand. Cou...
"Courtney’s friendliness and attention to detail make him a great advocate that clients can trust and rely on."
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2024 - Present
Chief Compliance Officer, Rocky Mountain Care, LLC
2020 - 2024
Associate General Counsel, Rocky Mountain Care, LLC
2017 - 2020
Associate, Voyant Legal
2015 - 2018
Associate, Norman, Townsend & Johnson
2018 - Present
ElderCounselMember
2018 - Present
WealthCounselMember
2018 - Present
Certified Public Accountant - UtahCPA
2017 - Present
American Institute of Certified Public AccountantsMember
2018 - 2020
American Institute of Certified Public AccountantsAccredited in Business Valuations (ABV Credential)
2017
JD
2013
MA - Masters in Accountancy
2019
Long-Term Care Planning