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Courtney B

CFP®, Series 63, Series 65

Douglas, WY

LaSalle St. Investment Advisors, L.L.C.

Courtney Baxter is a CFP® professional with four years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. Her prior roles include positions at Commonwealth Financial Network, Merritt Wealth Management, and Edward Jones. Baxter is also a teacher of Investing 101 at Eastern Wyoming College and serves as a board member for the Converse County Library Organization. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm manages both non-discretionary and discretionary portfolios, with a notable predominance of non-discretionary assets under management.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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