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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Elisa Gonzalez

Chief Executive Officer

(212)776-4094 ext. 2

Elisa Gonzalez is our Chief Executive Officer and is responsible for managing all operations and strategic development of the business - collaborating with Miguel Gonzalez in setting and driving forward the organizational vision of Cortburg

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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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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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Katerina Samove

Vice President - Operations

(212) 776-4094

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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Terry Redman CPA, CFP®

Plan Manager - Paraplanner Solutions

About me: Terry’s financial services career began in 1988 where she served various roles in banking, accounting, and financial planning prior to joining LPL Financial in 2023. Terry received her Bachelor of Arts in Economics from...

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