Cortney is a senior wealth advisor with Baker Tilly Wealth Management, LLC. She has more than 20 years of progressive experience in wealth management and compliance, helping clients set and reach their financial goals. Cortney holds a specialized focus on crafting financial strategies as well as portfolio design, and the implementation and management of client portfolios.
Prior to joining Baker Tilly, Cortney spent more than a decade with an asset management firm. In this role, she served as a wealth advisor, providing advanced financial planning to address retirement, estate and tax considerations. Also serving as chief compliance officer, Cortney was responsible for overseeing and managing company policies, procedures, products, services and marketing materials to ensure compliance with regulatory requirements.
As a CFP®, Cortney combines technical skills with a client-centered approach, enabling her to deliver tailored solutions that align with clients’ financial goals and long-term objectives.
- Saving Cheatham County Animals Mission Pawsible (SCAMP)
- The Land Trust for Tennessee
- Financial Planning Association (FPA)
- Certified Financial Planner (CFP®)
- Series 65 qualification
- Life, Health and Accident Insurance License
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Baker Tilly Wealth Management, LLC (BTWM) is a registered investment adviser. Reference to registration does not imply any particular level of skill. Securities, when offered, and transaction advisory services are offered through Baker Tilly Capital, LLC, Member FINRA and SIPC. Baker Tilly Wealth Management, LLC and Baker Tilly Capital, LLC are controlled by Baker Tilly Advisory Group, LP. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP trading as Baker Tilly, operate under an alternative practice structure and are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP is a licensed CPA firm that provides assurance services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ©2025 Baker Tilly Wealth Management, LLC