Team

Certified Retirement Counselor® with over 20 years of experience in retirement income planning, overseeing investment of funds, and designing retirement plans. Columbia Business School MBA, Series 7* & 66, Life & Health licenses.  

Katerina Samove joined Cortburg Retirement Advisors with over 8 years of experience as a operations vice president for a boutique financial firm. Previous experience includes engineer and accountant for large New York City firm. Earned...

Courtney Spencer-Cuykendall is a group employee benefits specialist and Life Underwriter Training Council Fellow®. For over 10 years, Courtney has helped small and mid-sized businesses attract and retain employees by designing and...

Zhanna Kelley is a Certified Public Accountant and Certified Internal Auditor with over 15 years of experience in preparing personal, corporate, partnership, not-for-profit, trust and estate taxes. 

Tatiana Perez joined Cortburg Retirement Advisors with over 6 years of marketing and public relations experience. Previous experience includes marketing for Mondani NY, Manolo Blahnik and LPL Financial. Tatiana is a driven and creative...