Posts by Shanele Stoll
In the Community: Networking with NextSCV
Calling all young professionals! NextSCV, the SCV Chamber of Commerce young professionals council, came back with an in-person event that featured team trivia, local brews, and a seriously good time. On June 23, Vance Wealth team members Jerrod Ferguson and Tara White co-chaired a sold-out NextSCV Trivia Night alongside co-chair Chris Page from The City of…
Read MorePatti’s Perspective
You’ve probably heard about Stephen Covey’s 90/10 principle. The trickier question is, do we live by it? For me, not always, but I’m working on it. Basically, his point is that our experiences in life are 90% how we perceive or react to an event, and 10% is what actually happens to us. Most of…
Read MoreJOHN VANCE ONCE AGAIN NAMED TO FORBES LIST OF BEST-IN-STATE WEALTH ADVISORS
FOR IMMEDIATE RELEASE Media Contact: Shanele Stoll Vance Wealth Santa Clarita, CA – John Vance President, of Vance Wealth located at 26491 Summit Circle was among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors. The list, which recognizes advisors from national, regional and independent firms, was released online February 11,…
Read MoreLooking Back To Grow Forward
After a year like 2020, it might be tempting to jump straight into 2021 and never look back. Last year, we all experienced massive disruption and change to our personal and professional lives, and everyone is eager to return to some sense of normalcy. But moving forward without a clear picture of 2020’s impact on…
Read MoreIn the Community – John Vance Leads The SCV Chamber Board In 2021
As part of his commitment to support the community, John Vance is excited to serve as the 2021 Chair of the Board of Directors for the Santa Clarita Valley Chamber of Commerce. Vance Wealth first joined the Chamber back when the firm started in 2003, and John has been on the board for the past…
Read MoreAchieve More: Entrepreneur Edition – 5 Ways Business Can Save With Proper Planning
This year has been an incredible challenge for many businesses, as owners and employees alike adapt to quick, constant and sweeping change. While we all continue to settle into our new normal, the time has come for business owners to apply that same fresh eye and willingness to adapt to their financial plan. Why now?…
Read MoreFrom the Desk of John Vance – To Our Vance Wealth Friends and Family
To Our Vance Wealth Friends and Family, Though it’s been a tough year in many ways, I’ve spent a lot of this time looking for the silver linings and hidden opportunities, and in October, I found one when I got the chance to do something special with my daughter, Lauren. As a student at Valencia…
Read MoreRobin Strauss – Client Services Associate
Quite simply, Robin moves mountains and no road block can stand in her way. As Vance Wealth’s Client Services Associate Robin is committed to truly providing excellence in the Vance Wealth client experience. Bringing a wealth of financial services and insurance experience from her previous professional roles. Robin enjoys the fast pace and navigating the…
Read MoreJOHN VANCE NAMED TO FORBES’ LIST OF BEST-IN-STATE WEALTH ADVISORS
SANTA CLARITA, CA – John Vance Founder and President of Vance Wealth located at 26491 Summit Circle, was among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors. The list, which recognizes advisors from national, regional and independent firms, was released online January, 16, 2020. The Forbes ranking of Best-In-State…
Read MoreVANCE TEAM MEMBER SPOTLIGHT – Meet Mark Antariska, Wealth Advisor
Mark embodies Vance Wealth’s core value: Being passionate, positive, and present. Mark (Wealth Advisor) first fell in love with investing during college, when students were invited to participate in a Student Managed Investment Fund (SMIF). Through the students’ work and collaboration with faculty, the school awarded scholarships to new students in the business program. Witnessing…
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