Laurie Cortner, CFP®

Servicing Advisor

Email: lcortner@vestia.com
Call | Text | Fax: (615) 361-6337

Laurie Cortner, CFP®

Servicing Advisor

Email: lcortner@vestia.com
Call | Text | Fax: (615) 361-6337

Qualifications

  • Series 65
  • CERTIFIED FINANCIAL PLANNER®
  • Bachelor’s in Finance
“To me, Wealth That Matters® is about having the freedom and clarity to focus on what truly counts. It means building a life I’m proud of, showing up fully for the people I care about, and creating peace of mind for both myself and those around me.”

Laurie Cortner is passionate about helping others feel more confident and in control of their financial lives. She understands that finances can be one of the most stressful parts of everyday life, and she finds great joy in watching that anxiety turn into confidence as she and her clients work together. Laurie especially values the opportunity to become a trusted partner in each client’s financial journey and build relationships that grow stronger over time.

Laurie began her career as a secondary financial advisor with ARGI, a Louisville-based registered investment advisory firm that was acquired by Cerity Partners in 2023. After relocating to Nashville, she briefly worked as an executive assistant before joining Waddell & Associates, where she gained experience in both client service and financial advising.

At Vestia, Laurie is excited to bring her relationship-focused approach and financial planning experience to a new client base. She looks forward to navigating new planning scenarios, collaborating with the Vestia team and helping clients bring their financial goals to life. Her favorite part of the work is developing meaningful relationships with clients and seeing the plans they created together come to fruition over the years.

Outside of the office, Laurie can often be found taking a workout class, trying a new restaurant or attending a concert or sporting event. She also enjoys spending time at home with her two cats, Julep and Biscotti.

What is the most important thing you have learned about helping other people?
I think the most important thing I have learned about helping others is the value of listening. Genuinely listening and remembering the details means so much to the person who is willing to share this information with you. Showing up by listening and following through is an underrated skill.
What are you known for among your friends?
Among my friends, I am the planner and coordinator of all logistics. I’m the one who makes the plans, reservations, sends the group invite and itinerary. My greatest fear is playing things by ear because if you fail to plan, you plan to fail.

One of Vestia’s values is to model Wealth that Matters®. What does this mean to you?

To me, Wealth That Matters® is about having the freedom and clarity to focus on what truly counts. It means building a life I’m proud of, showing up fully for the people I care about, and creating peace of mind for both myself and those around me.

Let’s Connect

Ready to align your wealth with your goals? Contact us today.