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Courtney Westberg

Trust Officer

Background & Role

Courtney is the lead administrator in the funeral trust division of Fiduciary Partners. She is in regular communication with hundreds of funeral homes and coordinates the financial accounting and reporting for over 20,000 funeral trust accounts. Courtney provides very professional and personal service while working diligently to ensure the funeral trusts we administer are operating in accordance with applicable state statutes, regulations and governing documents. She is also our liaison with the regulators in the states we serve and supports several other projects within the firm.

Courtney brings a strong accounting background as a CPA with experience in trusts, estates and taxation. She joined Fiduciary Partners after nearly 10 years at a regional accounting firm, where she served as tax supervisor for the estate and trust team.

Memberships & Associations

  • American Institute of Certified Public Accountants (AICPA)
  • Wisconsin Institute of Certified Public Accountants (WICPA)
  • Finance Committee Member, Harbor House Domestic Abuse Programs
  • Appleton Area Jaycees
  • Junior Achievement of Wisconsin

Education

  • B.B.A., Accounting and Finance, University of Wisconsin Oshkosh
  • Certified Public Accountant, Wisconsin Board of Accountancy

 

Contact

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