Wealth management with Courtney McElvain and Ann Marie Tyrrell

Ann Marie provides comprehensive financial planning for individuals and families experiencing unique life transitions. As a Certified Financial Planner and Certified Divorce Financial advisor, Ann Marie has specialized expertise in guiding divorcees through the financial, legal, tax, and life challenges associated with asset division, business succession planning, and income security due to divorce.

With two decades experience in financial services, Ann Marie assists individuals and families with complex retirement income questions while helping them retire on their terms with financial freedom. Ann Marie is also a health & wellness enthusiast who enjoys yoga, personal development, and reading. She loves traveling with her husband and two high school-age sons Payton and Ryder.

Courtney specializes in providing integrated financial and business planning for business owners with complex succession, tax, and growth needs. As a second-generation wealth manager and Certified Exit Planning Advisor (CEPA®), Courtney helps business owners create and execute their ideal business exit, from succession planning to closing and life after the sale. She has unique expertise with owners who generate revenue between two million and one hundred million dollars.

Courtney has a Certificate in Financial Planning from Pepperdine University, an MBA from Western Governors University, a BA in English from Concordia University, Irvine, and an AA in Korean from the Defense Language Institute Foreign Language Center. Additionally, Courtney is a proud veteran who served as a Korean linguist in the US Army. She is a wife and mother of two children, Rook and Pepper. An avid reader, writer, and yoga instructor, Courtney enjoys spending as much time outdoors as possible.

Website: https://www.wealthwise.partners/

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