LPL Registered Sales Assistant
Cortnie joined Sterling Financial Management in June 2014, and now has over 4 years in the financial industry. Based in the Hagerstown office, Cortnie oversees operations, projects, staff development, and client service. She is responsible for creating and implementing processes and resources in order to provide all Sterling Financial Management clients with the best customer care experience. Along with assisting clients and helping advisors, she shares responsibility for investment strategy, risk management, and portfolio construction. She works with all members of the team to support daily operations, research and analysis.
Cortnie is a Registered Sales Assistant with LPL Financial. She graduated from University of Phoenix with a Bachelor of Science in Accounting. She is currently studying to become a Certified Financial Planner. She is also a licensed insurance broker in the state of Pennsylvania.
Cortnie loves spending time with her husband, Petey, and their children Logan, Xavier and Rachel. Together they enjoy various outdoor activities, traveling, and just being a family.