How to Build a Philanthropic Mission Statement That Reflects Your Focus
July 20, 2026
Creating a Purposeful and Purpose-filled Philanthropy Practice | Part 2 of 3 As you consider the ways ...
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
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Second Quarter Investment Report – 2026
July 14, 2026
Executive Summary The second quarter of 2026 closed with a very different narrative than the one that ...
Monthly Recap – June 2026
July 2, 2026
June Observations Markets Mixed on Inflation Fears and Rate Hike Pricing June proved to be a more chal...
Raising Charitable Children: Modeling and Mentioning
June 30, 2026
By Anna McDonald, Director of Family Learning Teaching children charitable behavior is essential for i...