COURTNEY N. SWAYZE

Family Office Administrator

“Fight for things you care about, but do it in a way that will lead others to join you.”

~Ruth Bader Ginsburg

With years of client service, organizational, and communication expertise, Family Office Administrator Courtney Swayze is a perfect fit to support JNBA’s Family Office team and its clients. She manages everything from bill-pay administration to mail processing and documentation to household vendor and utilities management, and she works closely with Family Office clients’ other professional service providers.

Prior to joining JNBA in 2021, Courtney was a client service associate at a Chicago CPA and financial advisory firm, and she has held management roles at Target and a Minnesota bakery. She received her Bachelor of Arts in Sociology from the University of Minnesota.

Courtney lives in Richfield with her husband Rob, daughter Ruby, and dog Goucher, named after an Olympic long-distance runner from Duluth, MN. In addition to being “obsessed” with Hawaiian culture and the Minnesota North Shore, she is a huge Minnesota sports fan, and her family has been Vikings season ticket holders since 1997.

WE HAVE THE RESULTS & ACCOLADES. BUT IT’S ABOUT MORE THAN THAT.

It’s about how we make you feel as a JNBA client.

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