Courtney Vital

Advisor who guides clients through life’s biggest financial decisions with a steady, trusted hand.

Certifications: CERTIFIED FINANCIAL PLANNER® (CFP®)

Specialties: Retirement Planning • Estate & Insurance Planning • Tax-Efficient Wealth Planning

I’m passionate about guiding clients through significant financial decisions, helping them prepare for retirement and education expenses, protect their families with appropriate insurance and estate planning, and optimize their financial future through strategic tax and wealth planning.

I spent seven years as a Senior Client Service Manager on the Duff Torney Team before earning my CFP® certification in 2026 and being promoted to Associate Advisor in 2026. That path gave me a deep, ground-level understanding of what clients need at every stage of the relationship.

How I work with clients

I enjoy building trusted relationships and being a reliable resource for clients. Whether they’re facing a challenge or planning for the future, I want them to feel supported and confident in their next steps.

I strive to create a safe, welcoming environment where clients feel comfortable asking questions and know they can rely on our expertise to help them make informed decisions and achieve their financial goals.

I once worked with a client who unexpectedly lost her husband and wasn’t sure what to do next. We coordinated with her estate attorney and CPA to put a plan in place, which let her focus on grieving while knowing the financial details were being taken care of.

Courtney outside the office

I enjoy spending time with my incredible husband, family, and friends. I also have a Bernese Mountain Dog, who keeps life fun. My support system means everything to me, and I’m incredibly grateful for the people who make up my village.

Fun fact: I’m a twin! She’s my best friend.

Favorite quote

“Integrity is doing the right thing, especially when no one is watching.”