John Vance 1016x531 - From the Desk of John Vance

From the Desk of John Vance

VanceWealth Achieve More, Community, Financial Planning, Team Update

To Our Vance Wealth Friends and Family,

 

Last quarter brought some exciting changes, both personally and professionally. At home, Carmen and I celebrated our two soon to be graduates, Lauren and Evan, as they both chose to attend Boise State University in Idaho. Lauren will be studying nursing, and Evan will pursue business. It just so happened to work out that Boise State was the best fit for both of them, and we’re really excited to watch them start this next chapter. We also celebrated Carmen’s birthday with a trip to Scottsdale, Arizona. We went with friends and ate at our favorite restaurant, Steak 44, where the owner always makes sure to get us a great spot. It was a nice getaway, especially amid the pandemic.

Professionally, I am excited to be adding some new people to the team. Chris Pelch has come back to the firm, this time as our Chief Operating Officer, and Niall Shaffery has come aboard as our Client Services Associate. We are also in the process of hiring a couple other positions, including a portfolio manager and an HR specialist. As our team grows according to plan, we are committed to maintaining a client experience that’s second to none, while we also expand our reach and help new clients achieve more.

John Vance, CFP®, CDFA™

President, Vance Wealth

Lauren Evan - From the Desk of John Vance

John Carmen Natasha Charlie - From the Desk of John Vance