Chief Planologist, Retirement Planology
Current Volunteer Role: Sponsorship Committee
Courtenay Shipley, CRPS, AIF, CPFA is the Chief Planologist of Retirement Planology, an investment advisory firm that navigates organizations to make smart decisions about their retirement plans. Courtenay has a diverse background in the retirement plan industry providing a unique foundation for her clients in the areas of fiduciary responsibility, investment analysis, and participant education. During her career she has provided institutional investment consulting to qualified retirement plans, developed business strategy for a boutique third party administrator and recordkeeper, conducted over 9,000 education meetings to groups and individual employees, and served the nonprofit market.
A graduate of Vanderbilt University, Courtenay was featured in the Financial Times Top 401 Retirement Plan Advisors and named a Top Woman Advisor All-Star by the National Association of Plan Advisors in 2015. She is involved with several organizations, including Her Corner, HRLA, National Association of Plan Advisors, National Association of Women Business Owners, and serves on the board of the Nashville City Club.
Courtenay lives in the DC area with her husband and their dog. Besides walking the dog, you might find her hiking, running, playing the trumpet, singing contemporary a cappella, or volunteering.
What Courtenay likes best about volunteering with HRLA:
"We get to recognize people and organizations that would normally fly under the radar! Organizations rarely get to spotlight something other than product innovations or profit achievements – HRLA allows them to show off their culture, their commitment to quality people and operations, and the innovation and leadership taking place that wouldn’t normally be seen."
Thank you Courtenay for your unwavering support this year!