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

(212) 776-4094 ext. 1

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.  

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Katerina Samove

Vice President - Operations

(212) 776-4094 ext. 2

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...

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Courtney Spencer Cuykendall, LUTCF®

Insurance Coordinator

(212) 776-4094 ext. 3

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...

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Zhanna Kelley, MBA, CIA®, CPA®

Accounting and Tax Coordinator

(212) 776-4094 ext. 4

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. 

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Tatiana Perez

Marketing Consultant

(212) 776-4094

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...

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