Courtney’s Approach
Courtney R. Vontalge
Client Discovery Representative
Overview
Courtney Vontalge serves as a client discovery representative in our Middleton, Wisconsin, office. Courtney connects with individuals who reach out to Savant for the first time, helping them clarify what motivated their inquiry, understand their goals, and match them with the right team members to move forward confidently.
Courtney joined the financial services industry after working as a client advisor at a Madison-area dealership from 2020 through 2026. During her time there, she earned multiple Z‑Elite distinctions, an honor recognizing exceptional annual vehicle sales. She earned her associate’s degree in visual arts from Des Moines Area Community College.
Courtney and her husband moved to Wisconsin in 2020. They welcomed their first son in 2023 and will celebrate the arrival of another child in the fall of 2026. The family enjoys spending time outdoors, often hiking or exploring local parks. When she finds a quiet moment, Courtney enjoys painting and attending car shows.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- Des Moines Area Community College
Associate in Applied Science in Visual Arts
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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