Committed To Continuous Growth
Celebrating Two Team Members Who Are Achieving More
A commitment to continuous growth is one of the core values and driving forces behind the Vance Wealth team, and recently, two of our Wealth Advisors achieved goals that helped them grow their skills in a big way. Tyler Tilton completed his designation as a Certified Exit Planning Advisor (CEPA®), and Niall Shaffery met the rigorous requirements to become a CERTIFIED FINANCIAL PLANNER™ (CFP®).
“We are so proud of Tyler and Niall for continuing to deepen their knowledge and improve their skills for the sake of our clients,” shared John Vance, President and Visionary of the firm. “Their expertise and training add value to our entire firm, as we collaborate to provide the best service possible.”
Tyler Tilton - CEPA®:
As a CEPA®, Tyler is equipped with the specialized training, skills, and tools necessary to holistically plan for a business owner’s life outside of their business, while successfully building significant value in their organization prior to their exit. The gold standard in exit planning, a CEPA® works with the owner to align their personal, financial, and business goals.
“Exit planning is about more than just creating a plan you print out and put in a desk drawer; it’s a proactive strategy rooted in execution that grows value by expanding the owner’s options, so they can transition their business on their own terms,” Tyler explained. “I’m looking forward to helping business owners create their strategies – whether that’s to maintain it, sell it, or just build a better business.”
Niall Shaffery - CFP®:
As a CFP®, Niall has met rigorous education, training, and ethical standards to serve his clients’ best interests today and prepare them for a more secure future tomorrow. Widely considered the standard of excellence in financial planning, CFPs possess a deep understanding of all aspects of financial planning, from investments and tax strategy to retirement planning. Additionally, they are bound by a strict code of ethics and a fiduciary duty to act in their clients' best interests at all times.
“This designation allows me to offer a higher level of expertise and guidance. I can better assess clients' financial needs, create tailored financial plans, and help clients navigate the complexities of their financial lives,” Niall explained. “Most importantly, I'm committed to doing so. For me, financial planning isn’t just a job; it’s actually my passion because I believe everyone deserves access to expert financial guidance and a secure future.”
Tyler and Niall both demonstrate a firm-wide commitment to growth that stems from genuine passion and decades of foresight.
“Since the day I started Vance Wealth, I wanted to build a business that could give my team meaningful careers,” John explained. “That’s why, just as we are committed to growth as a firm, we are also committed to supporting our team members as they go after their own goals. We’re so glad Tyler and Niall completed these very challenging certifications, and we can’t wait to see what they’ll bring to the team moving forward.”
To learn more about Tyler or Niall click here to visit our website.
Vance Wealth, Inc. (“Vance Wealth”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Vance Wealth and its representatives are properly licensed or exempt from licensure.