Meet the Team
At Good Life Financial Advisors, we’re dedicated to providing you with top-notch financial guidance and support. Meet the professionals who help make it happen:
Courtnie Nein
Wealth Advisor
Barbara Jean Heckman
Client Support Specialist
Our Philosophy
Courtnie is an independent financial planner, which allows her the freedom to explore a wide array of investment opportunities and strategies without being tied to any single institution’s products or services. This independence is key to her unique, personalized approach, ensuring that her clients’ best interests are always at the forefront of her planning.
At the heart of all of Courtnie’s recommendations for her individual clients is a strategic plan. She recognizes everyone has their own unique situation and set of circumstances. As a financial advisor, Courtnie takes each of her clients through the financial planning process to determine the most appropriate strategies and services to fit their needs. It is only at the conclusion of doing the plan that she will make actual recommendations. She specializes in wealth accumulation planning and risk management.
Courtnie takes pride in developing personal relationships with their clients. Through life’s achievements and challenges, you and your family need a partner who has a genuine understanding of your specific needs based on a personal financial plan. By taking an approach that focuses on both health and wealth, Courtnie helps clients identify and live out their own personal good life however they define that.
Her philosophy centers around the belief that financial planning is not just about wealth accumulation but about creating a fulfilling and secure life. Courtnie’s background, education, and career reflect a life dedicated to achieving excellence through hard work, innovation, and a deep commitment to her clients’ success.
About Courtnie
EARLY LIFE
Growing up on a Christmas tree farm, Courtnie learned the value of hard work, dedication, and the importance of nurturing growth—principles she applies to her financial planning practices today. This early exposure to the cycles of nature and business instilled in her a profound respect for sustainable growth and the dedication necessary to achieve long-term success.
EDUCATION
Courtnie’s academic journey took her to Syracuse University, where she was awarded a full tuition scholarship for field hockey, a testament to her discipline and work ethic. At Syracuse, she pursued a degree in Marketing from the renowned Whitman School of Management. This background equipped her with a unique blend of analytical skills and creative thinking, enabling her to craft bespoke financial strategies for her clients.
PERSONAL LIFE
For Courtnie, her greatest accomplishments are not found in the accolades of her career but the joys and challenges of raising her two sons Colt and Graham, and embracing her future stepson James. Each of her boys brings a unique light into her life, with their individual personalities. She enjoys coaching and watching her boys’ soccer teams and participating as a volunteer at many of their school functions. For Courtnie, her family is her team, and together, they navigate the complexities of life with the same strategic planning, adaptability, and heart that she applies to her career. Courtnie enjoys living a physically active healthy lifestyle. She spends much of her free time working out and focusing on fitness.
Industry Recognition
A testament to our dedication, innovation, and commitment to excellence in everything we do.
Forbes Best-In-State Wealth Advisors: The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion—mostly gained through telephone, virtual, and in-person due diligence interviews—and quantitative data.
Forbes Top Next-Gen Wealth Advisors: The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion—mostly gained through telephone, virtual, and in-person due diligence interviews—and quantitative data. Those advisors that are considered have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Read more about the methodology.
Philadelphia 100: The Philadelphia 100® is a merit based program. Companies that are among the fastest-growing in the region are awarded the Philadelphia 100® designation.
Working Mother 100 Best Companies: The 2020 Working Mothe r 100 Best Companies application includes more than 400 questions on leave policies, workforce representation, benefits, childcare, advancement programs, flexibility policies and more. It surveys the availability and usage of these programs, as well as the accountability of the many managers who oversee them.
Working Mother Top Wealth Advisor Moms: Advisors highlighted on this annual list are among 500 of the most successful mothers working in wealth management. They each take care of children 21 years or younger still living in their home, all the while helping families and businesses work toward their financial goals. The ranking assesses each advisor’s best practices and fundamental business components such as their service models, investing process, individual revenue stream, client retention rate and assets under management.
The Pride of Schuylkill Valley is an award given to alumni who graduated at least eight years ago, achieved national, state, and/or district-level recognition, contributed immeasurably to the school district, and achieved high honors in academics, art, athletics, music, and/or vocations. Inductees receive a plaque on the Wall of Fame located outside the Schuylkill Valley High School gymnasium.