Courtney Page

Director of Operations & Client Services

Since joining Trinity Financial Group in 2020, Courtney Page has served as the Director of Operations & Client Services, where she plays a vital role in ensuring the firm’s operational efficiency and client satisfaction. She oversees systems and processes that support onboarding, account management, and ongoing service needs—always with a focus on delivering a seamless client experience.

Detail-oriented and solutions-focused, Courtney is dedicated to keeping Trinity’s operations aligned with the firm’s mission of exceptional service and support. Her ability to streamline processes while maintaining a personal, client-centered touch makes her an invaluable resource for both clients and colleagues.

Outside the office, Courtney enjoys cooking, traveling, and spending time with her family.