Claudia Bettinger

Client Experience Specialist

True to her background studying journalism, Claudia is passionate about discovering people’s stories. As a frontline day to day touch point, Claudia enjoys shepherding clients through their CornerCap experience – an area where she excels thanks to best in class training from prior roles at Chick Fil A and Walt Disney World.  She takes great care to get to know each member of our clients’ families and finds creative, unexpected ways to enhance clients’ experience. Her prior experience as a nanny orients her to constantly seek ways of making the lives of busy families easier, and she’s found helping clients achieve their family dreams to be fulfilling.

Claudia's Insights & Resources

How Certain Is Uncertainty?

When it comes to growing and protecting your wealth people feel that the future today is more uncertain than ever before. CIO Cannon Carr talks about the role of psychology and data in today’s financial markets.

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Putting Omicron in Context

The potential spread of the Omicron strain is roiling markets. Here’s our quick take to keep it in perspective. At its face, the potential rise

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Uncertainty

The companion video for this piece is available for viewing here: From a wealth planning perspective, today may seem more uncertain than ever. Rising inflation!

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