Discover 5 Strategies You Can Use Now to Lower Your Taxes - Learn More

Courtney Criffield

Courtney Criffield – Director of Marketing at Stonebridge Wealth Systems, leading marketing campaigns, events, and financial education seminars

Courtney Criffield

Director of Operations and Marketing

Courtney serves as the Director of Operations and Marketing at Stonebridge Wealth Systems, where she provides leadership across the firm's operations, marketing, employee experience, and client experience. Working alongside Stonebridge's four partners, Courtney helps lead the firm's operational and marketing initiatives, develops scalable processes, and supports the continued growth of the organization while helping ensure an exceptional experience for both clients and employees. She also oversees the firm's marketing campaigns, client events, financial education seminars, and brand strategy, helping further Stonebridge's mission of educating families and serving clients with excellence.

With a bachelor's degree in Human Development & Family Relations, Courtney has built a career centered on developing meaningful relationships, creating efficient systems, and serving others. Her 20+ years of experience in customer service, project management, marketing, and operations have equipped her to lead complex initiatives while maintaining a personal, client-first approach. She enjoys finding ways to improve processes, strengthen collaboration among teams, and support both employees and leadership as the firm continues to grow.

Outside of work, Courtney is a proud "boy mom" and enjoys camping, boating, fishing, and watching football with her husband, Brent, and their three sons. Whether she's cheering on her younger boys at sporting events or keeping up with her adult son's busy career, Courtney embraces every season of family life. Guided by her faith and love for family, Courtney brings compassion, authenticity, and a servant's heart to both her personal life and her work.

Offices

Kearney

Phone: 308-698-0144

Address: 108 1st Avenue Place,

Kearney, NE 68847

Lincoln

Phone: 402-805-4660

Address: 5733 South 34th Street, Suite 300

Lincoln, NE 68516

Grand Island

Phone: 308-698-0144

Address: 834 N. Diers Avenue

Grand Island, NE 68803

Omaha

Phone: 531-215-0497

Address: 11605 Miracle Hills Drive, Suite 205

Omaha, NE 68154

Contact Info

Phone: 888-260-0926

Get in Touch

Texting Disclosure
By submitting this form and signing up for texts, you agree to receive conversational text messages from Stonebridge Wealth Systems and Stonebridge Insurance using the contact information provided. For help, reply HELP. Opt-out of receiving text messages at any time by sending STOP. Message and data rates may apply. Message frequency varies. Please view our Privacy Policy below.

Privacy Policy

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties. By providing a telephone number and submitting this form you are consenting to be contacted by phone or email.

Copyright © 2026 Stonebridge Wealth Systems. All Rights Reserved.

Investment advisory services are offered through Stonebridge Wealth Systems, LLC (SWS or Stonebridge), an SEC Registered Investment Advisor. SEC registration does not constitute an endorsement of Stonebridge by the SEC, nor does it indicate that Stonebridge has attained a particular level of skill, training, or ability. Insurance products and services are not offered through SWS but are offered and sold through individually licensed and appointed agents.

The information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Stonebridge Wealth Systems, LLC is not affiliated with or endorsed by the Social Security Administration or any other government agency.

Securities offered through World Equity Group, Inc., Member FINRA/SIPC. Investment advisory services offered through Stonebridge Wealth Systems, LLC, a SEC Investment Advisor. Stonebridge Wealth Systems, LLC and World Equity Group are separate entities and are not owned or controlled by World Equity Group, Inc.

Form CRS available here.

Ed Slott and Company provides financial professionals with instruction, IRA information, and various written materials that may help them apply the principles of planning IRA distributions to the affairs of a particular client. The terms "Ed Slott's Elite IRA Advisor Group," "Ed Slott's Master Elite IRA Advisor Group," "Ed Slott's Master Elite IRA Advisor Group Charter Member" or any other similar term used in relation to a financial advisor identified is solely an indication that the financial advisor so identified has attended training provided by Ed Slott and Company. The financial professionals identified receive ongoing training through Ed Slott's Elite IRA Advisor Group, Ed Slott's Master Elite IRA Advisor Group, or through other continuous training conducted by means of workshops, teleconferences, electronic correspondence or other conventional means of training. Ed Slott and Company has not conducted any background checks and has not in any way qualified any of the financial professionals who attend its training. Ed Slott and Company makes no representations regarding the financial professionals or the quality of the service they provide. Working with a "Ed Slott's Elite IRA Advisor Group," "Ed Slott's Master Elite IRA Advisor Group," "Ed Slott's Master Elite IRA Advisor Group Charter Member" or any other similar term used in relation to a financial advisor does not guarantee investment success. No assurance can be made that working with a financial professional that has completed training with Ed Slott and Company will produce better results than working with a financial professional that has not completed the training.

The use of the Ed Slott logo creates a conflict of interest where it could appear that Stonebridge Wealth Systems has attained a higher skill level or had more success than other advisers, which may or may not be the case. We encourage everyone to carefully read our ADVs and CRS for more information.

SmartVestor™ is an advertising service for financial professionals. Advertising fees are not connected to any services offered or rendered by any SmartVestor Pros. SmartVestor Pros are subject to initial vetting by Ramsey Solutions, and they affirm a Code of Conduct. SmartVestor Pros are not employees or agents of Ramsey Solutions. Working with a SmartVestor Pro does not guarantee investment success, and no assurance can be made that working with a SmartVestor Pro will produce better results than working with a financial professional not affiliated with the program.

The use of the Dave Ramsey SmartVestor Pro logo creates a conflict of interest where it could appear that Stonebridge Wealth Systems has attained a higher skill level or had more success than other advisers, which may or may not be the case. We encourage everyone to carefully read our ADVs and CRS for more information.