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This one is for every woman who has ever been told it wasn’t her moment yet.

Jess and Mark have an honest conversation with Courtney Ranstrom, co-founder of Trailhead Planners, and all we can say is: what a story! She overcame the feeling of being “just a paraplanner” at her dad’s firm and built her path to having a business and a voice of her own, a luxury in the financial field today.

She hates promoting herself, but she’s definitely not playing small. The woman who would sit by the phone waiting for an opportunity call is now a leader who speaks out for other women in an industry that wasn’t exactly built with them in mind.

Connect with us!

Courtney Ranstrom on LinkedIn

Trailhead Planners

Jess Bost on LinkedIn

Lake Avenue Financial

Mark Newfield on LinkedIn

Journey Strategic Wealth