Courtney Hobbs - Wealth Advisor

Courtney Hobbs is a Wealth Advisor and Managing Partner at Trinity Strategic Partners USA, specializing in helping clients build their desired lifestyles and legacies through the 4-step LIFE Approach™. Additionally, Hobbs serves as an Independent Wealth Advisor at Cambridge Investment Research, Inc. and is the CEO/Founder of Smith & Findlay, a financial services company dedicated to providing trusted financial guidance. As a member of MDRT, Courtney Hobbs exemplifies exceptional knowledge and ethical conduct in the financial services industry. Previous experience includes serving as an Agency Sales Manager at Sagicor Life Insurance Company, where revenue increased by over 300% in three years, and as a Financial Professional at AXA Advisors. Courtney Hobbs holds a Bachelor of Science in Business with a focus on Marketing from the W. P. Carey School of Business at Arizona State University and is currently completing a certificate in Estate Planning at UCLA Extension.