Courtney
Joyner-Gage

Head of Client Service and Philanthropy

Courtney Joyner Gage is passionate about helping families connect their wealth with their values in ways that are both meaningful and lasting. With a natural ability to guide conversations about money and purpose, she creates space where clients feel supported, understood, and inspired as they shape their financial legacies.

“When families combine philanthropic dollars with the full spectrum of their capital, they unlock far greater potential for change.”

Courtney Joyner-Gage
Head of Client Service and Philanthropy

Courtney Joyner Gage is passionate about helping families connect their wealth with their values in ways that are both meaningful and lasting. With a natural ability to guide conversations about money and purpose, she creates space where clients feel supported, understood, and inspired as they shape their financial legacies.

“When families combine philanthropic dollars with the full spectrum of their capital, they unlock far greater potential for change.”

Courtney Joyner-Gage
Head of Client Service and Philanthropy

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“When your money and your mission move in the same direction, that’s when change accelerates.”

Courtney Joyner-Gage
Head of Client Service and Philanthropy

Courtney combines financial expertise with empathy, creating space where clients feel both guided and understood.

Approachable + Incisive + Curious + Innovative