Courtney Crandall

Office Manager

Courtney Crandall sees every client interaction as an opportunity to create an experience that they will truly remember. From questions to requests, her focus is on the happiness and satisfaction of everyone she comes into contact with.

Courtney prides herself on her attention to detail and unique problem-solving abilities and is driven by exceeding people’s expectations in every way possible. She prioritizes listening and understanding her clients wants and needs, and believes each and every client should be treated like family. Courtney sets a high bar to deliver top quality service to the people who rely on her.

Courtney attended Central Connecticut State University with a concentration in education. During her school years, she enjoyed several student-teaching opportunities, covering psychology, U.S. government, and economics. After graduation, Courtney entered the wealth management field, handling client accounts at a Glastonbury-based firm before joining Retirement Visions.  

When not at work, Courtney enjoys spending time with her husband and one-year-old daughter Elyse at their home in Windsor Locks. She loves experimental baking, visiting parks, zoos and museums with her daughter, and enjoys downtime with a good documentary. Ask Courtney about her days as the lead singer of a band called SunDown - she might just sing the cover of your choice!