Our Story
Meet the Team
At Future Funded Society, personal relationships are at the heart of everything we do. Meet the people who get to know you, help simplify the details, and support you as you fund your future.
Courtnie Gray
Wealth Advisor
Barbara Jean Heckman
Client Support Specialist
Teddy Gray
Chief Barketing Officer
WHY FUTURE FUNDED SOCIETY?
A practice that feels like home.
Future Funded Society brings Courtnie’s experience as a financial advisor, her personal approach, and her client-first philosophy together under one name.
It honors the relationships that helped shape the practice while creating a welcoming space for the next generation of clients.
More than anything, it’s a place where people feel known, supported, and confident they have a valued partner helping them navigate every stage of their financial journey.
THE STORY BEHIND THE SOCIETY
Built for the people who have been part of the journey.
For nearly two decades, Courtnie has built her practice on personal relationships. Many clients were introduced by a family member, friend, or colleague she had already helped. Others connected through shared workplaces or community organizations. Over the years, those relationships have grown to include children, parents, and extended families.
What began as individual relationships has become a community of people who turn to Courtnie for guidance as they make thoughtful decisions about their financial futures. Future Funded Society gives that community a name.
Future represents the life each client is working toward and the goals, experiences and opportunities they hope it will hold.
Funded represents the thoughtful planning and financial resources needed to help bring that life within reach.
Society represents the individuals, families, friends and generations connected through relationships, referrals and a shared commitment to preparing for their future.
PROFESSIONAL JOURNEY
Nearly two decades. Always personal.
Courtnie’s career in financial services began in 2007 during her final semester at Syracuse University. She began building her practice one relationship at a time. As those relationships grew, Courtnie’s entrepreneurial spirit inspired her to pursue independence and create a more personal way to serve her clients.
In 2012, Courtnie co-founded Good Life Financial and Good Life Advisors, helping grow the organization to serve hundreds of independent financial advisors across the country while continuing to care for the client relationships that have always defined her career. During her leadership, Good Life Companies received local and national recognition for its growth and creative approach to supporting independent financial advisors.
Courtnie also had the honor of joining LPL Financial at the Nasdaq MarketSite for an Opening Bell ceremony. Her industry recognition includes being named to the Forbes Best in State Wealth Advisors 2019 and Forbes Top Next Gen Wealth Advisors 2019 lists. Although she is proud of these accomplishments, Courtnie has always measured success by the relationships she has built and the confidence her clients place in her.
In 2021, Courtnie stepped away from corporate leadership to devote her full energy to her private practice and the people she serves. Following LPL Financial’s acquisition of Good Life Advisors in 2026, she saw the opportunity to begin a new chapter and founded Future Funded Society.
More than a new name, Future Funded Society is a brand created to honor the clients and families who have been part of Courtnie’s journey for nearly two decades. She also created a warm and welcoming office in Wyomissing where clients can feel comfortable, connected and at home. The new space brings the personal nature of her client relationships into the environment itself. The name and setting may be new, but the valued relationships and personal guidance behind them remain the same.
Courtnie believes financial planning should be as personal as the life it supports. She has guided individuals and families through retirement, college planning, unexpected loss, assisted living decisions and many of life’s most important transitions. She takes pride in simplifying complex financial decisions and helping clients understand where they stand and what comes next. Her goal is for every client to leave a conversation feeling more informed, more confident and more at peace than when they arrived.
Most importantly, Courtnie wants clients to feel excited about what they are building. With a clear plan and thoughtful guidance, they can move forward with confidence, enjoy the life they have worked so hard to create and feel motivated to go fund their future.
PERSONAL STORY
Rooted in family. Driven by purpose.
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
Courtnie shares a busy, active life with her husband, Clay, their three boys (Graham, Colt, and James), and their office-loving mini Bernadoodle, Teddy. While she has built a successful career, Courtnie considers raising her sons to be her greatest accomplishment. She loves watching her boys’ sporting events and proudly serves as the school’s Education Foundation President. For Courtnie, family is her ultimate team; she navigates both home and professional life with the same strategic planning, adaptability, and heart. Outside of work and family, she prioritizes a healthy, active lifestyle. She spends much of her free time cooking, working out, and enjoying downtime with her family in Singer Island, Florida.
INDUSTRY RECOGNITION
A testament to our dedication, innovation, and commitment to excellence in everything we do.
Forbes Best-In-State Wealth Advisors 2019: The Forbes Next-Gen Wealth Advisors rankings, developed by , 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 2019: The Forbes Next-Gen Wealth Advisors rankings, developed by , 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 .
Philadelphia 100 2018: 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 2018 Working Mother 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 2019: 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 FUTURE FUNDED PHILOSOPHY
Your future self is counting on you.
Financial planning is about more than numbers. It is about creating the freedom to live the life you have worked so hard to build and helping you fund your future self.