With over 10 yrs experience and a professional knowledge base, she specializes in helping individuals work towards pursuing their financial goals. Recognizing that each client has individual needs, Cortnie dedicates herself to understanding and appreciating each client’s particular situation before making recommendations. She believes in educating clients and works diligently to help them develop
achievable goals, understand their financial choices and portfolios, and implement strategies that assist them in attaining their personal plans. The financial services industry, tax codes, and federal regulations are constantly changing. To serve her clients to the best of her ability, Cortnie is constantly educating herself. Cortnie earned her bachelor’s degree from the University of Phoenix with a major in accounting. She is also a Chartered Retirement Plan Specialist. In addition to her day job, she volunteers her as a Washington County Chamber of Commerce Ambassador, Arts Alliance of Greater Waynesboro treasurer, Habitat for Humanity Ownership Committee member and Brighter Horizons (financial literacy classes) as treasurer and teacher. When she isn’t in the office helping clients or volunteering, you’ll find her spending quality time with her family, enjoying the outdoors or traveling. Cortnie Beaver is a Financial Planner with, and offers securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial. LPLE and LPL Financial are not affiliated with Skye Wealth Management. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United State to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.