The Five Risks That Can Unravel a Business Overnight — And How to Plan for Them
May 14, 2026
By Michael Torney, J.D., CFP®, LL.M., CEPA When everything’s running smoothly, it might...
Courtney Vitale
Associate Advisor
CFP®
Before being promoted to Associate Advisor in May 2026, Courtney spent seven years serving clients as a Senior Client Service Manager, building strong relationships and delivering a high level of personalized support.
After becoming a CERTIFIED FINANCIAL PLANNER® professional in May 2026, Courtney transitioned into an advisory role and is excited to continue providing exceptional guidance and service to clients as they pursue their financial goals.
A St. Louis native, Courtney graduated from Lindenwood University in 2017 with a degree in Corporate Communications. Outside the office, Courtney enjoys exploring new coffee shops and restaurants around town and spending time with family, friends, and her Bernese Mountain Dog, Hank.
- CERTIFIED FINANCIAL PLANNER®
A WEALTH OF INFORMATION
Dive into the latest insights from our expert team with our personal touch.
A Semi-Charmed Earnings Season
May 12, 2026
By Tim Side, CFA – Director of Investment Strategy For many years, we’ve advised clients that while ge...
Is Your Student’s Data Safe? Best Practices After the Canvas Breach
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By Anna McDonald, Director of Family Learning As students prepared for finals this week, Canvas, the p...
Monthly Recap – April 2026
May 6, 2026
April Observations Markets Avoid April “Showers” Despite the ongoing conflict in the Middle East, mark...