Cortnie Lomas Rodriguez
Partner, Vice President
Cortnie is a managing partner and oversees QuadCap Wealth Management's client advisory team. Cortnie coordinates with advisors and support teams in running various wealth management processes for client families. She leads teams in identifying and implementing strategies that best meet each client's individual needs. Cortnie's expertise lies in insurance, investment strategies, wealth-transfer needs and retirement planning.
Prior to joining QuadCap Wealth Management, Cortnie gained advising experience at First Financial Equity Corporation. Prior to that, she gained additional experience leading a team at Bank of America. Cortnie holds a degree in Personal Financial Planning from Texas Tech University, a program recognized as one of the best in the country. She holds general insurance license as well as her NASAA Series 66 License.