Team
When you choose Cortburg Retirement Advisors as your trusted advisor, you receive integrity, intelligence and insight—not in a liaison role, but in an active management role—from an objective, fiduciary relationship.
Miguel Gonzalez, MBA, AIF, CPFA, CRC, PPC
Managing Partner
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
Vice President - Operations
Katerina@CortburgRetirement.com
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, LUTCF®
Insurance Coordinator
Courtney@CortburgRetirement.com
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, MBA, CIA®, CPA®
Accounting and Tax Coordinator
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.
Hattie Swank
Marketing Consultant
Hattie Swank is a Cortburg Retirement Group team member who works on our digital presence and communicates timely relevant information to our clients through social media and email. Hattie has over two years of digital marketing...