Courtney Lorraine-Berg Joins Sentinel Financial Management
Sentinel Financial Management, advisors with D.A. Davidson & Co., is pleased to welcome Courtney Lorraine-Berg to the team. Joining financial advisors Nancy Hadley, CFP, CWS, and Daniel Hanson, Lorraine-Berg has become indispensable in her role as client associate. Primarily responsible for managing the service needs of our clients, she is critical to the overall experience clients have with our firm.
“I am honored to be a part of Sentinel Financial Management as we help clients plan for the future and build financial security. The move offers a new opportunity to help clients make sound financial decisions that can have a positive impact on their lives,” Lorraine-Berg said.
Lorraine-Berg brings 13 years of banking experience having held various positions including lending specialist, assistant branch manager, and branch manager. Hired by American West Bank 2012, which later became Banner Bank through divestiture, Lorraine-Berg became the assistant branch manager and later branch manager of the Sandpoint branch of Banner Bank. Following the locations closure and sale to STCU, she was offered the position of assistant branch manager at STCU’s new Ponderay location. Lorraine-Berg and her husband relocated to the Sandpoint area in 2012. In her free time, she enjoys spending time with her family in the outdoors.
Many issues can affect your financial future, requiring planning and preparation, Sentinel Financial Management officials said. Serving as your guide, Sentinel Financial Management can help you stay on course so you can achieve your financial goals. The addition of Lorraine-Berg Lorraine-Berg allows us to meet clients needs more effectively and efficiently.
Sentinel Financial Management has offices at 805 Pine St., Sandpoint; and 608 NW Blvd., Coeur d’Alene.