Client Portals

Laurie Cortner

Laurie Cortner is a dedicated Client Service Strategist who has a Bachelor’s degree in Finance with a concentration in Personal Financial Planning from Western Kentucky University. 

With a commitment to continuous growth, Laurie passed the Series 65 exam soon after graduating in 2021. She then embarked on her career as a financial advisor at Cerity Partners (Formerly ARGI Financial Group), where she honed her skills to deliver tailored financial solutions to meet diverse needs. After a brief stint as an Executive Assistant at The Federal Savings Bank, Laurie landed at W&A.  

Originally from Princeton, Kentucky, Laurie spent four formative years in Bowling Green before relocating to Louisville. Now settled in Nashville, Laurie infuses every client interaction with her southern charm and systematic methodologies. 

As a Client Service Strategist, Laurie seamlessly blends her financial systems and operations acumen with her innate empathy, ensuring that each client receives the personalized attention and support they deserve. Harnessing her Virgo traits, Laurie brings a keen analytical eye and organizational skills to every client relationship.  

An avid cat lover, Laurie dreams of owning a cat rescue one day. She forges bonds with every stray cat she encounters and tirelessly advocates for their adoption, epitomizing her favorite Taylor Swift quote, “I want to be defined by the things that I love. Not the things I hate, not the things I’m afraid of, not the things that haunt me in the middle of the night. I just think you are what you love.”  

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