A Season of Milestones

To Our Vance Wealth Friends and Family,

It’s been a summer of momentum and milestones, with the perfect mix of family time, quick getaways, and a few big wins at the office.

In May, we celebrated a proud family moment: Lauren graduated from Boise State with her degree in Health Sciences and her CNA certificate. Carmen and I rented a house in Boise and brought everyone together my mom, my sister, my niece, and Lauren’s mom, Kathy to mark the occasion. Lauren is our first to graduate college, and for my mom, her first grandchild to earn a college degree. So it was a special weekend for all of us. Lauren has started her first job at a skilled nursing facility that cares for adults with intellectual and developmental disabilities. It’s her first week of training, and she already loves it. She plans to get a year of experience under her belt before heading back for her master’s, and it’s been great to see her so excited about her work. Not long after, we welcomed Kate back from her semester in Rome, and now we’re gearing up to help her move into her place at Temple University in Philadelphia. With both girls in cities across the country, it’s bittersweet—and fulfilling to watch them pursue what they love.

Quick Trips and Family Traditions

Carmen and I carved out a little time for a summer trip, too. We spent a few days in Minneapolis visiting close friends, and while we were there, we met up with Lauren, who was staying nearby with her mom. We took her shopping at the Mall of America to get her set up with some new professional clothes for her job. From there, we headed to Wisconsin for some quality time with friends, went to a country music festival, and enjoyed a few relaxing days on the water. We also snuck in our annual trip to Lake Nacimiento with friends—a tradition we look forward to every year. Back at home, the older kids have been stopping by more often lately, probably because Carmen’s cooking keeps them coming back. It’s been nice to have a bit of a full house again and to enjoy the slower pace whenever we can.

Investing in Leadership

On the professional side, we recently wrapped up our annual leadership retreat in Ojai. We spent three days diving into planning with the leadership team and had two facilitators from Dimensional Fund Advisors’ Practice Management team join us to guide the process. Their insight provided structure and affirmed that we’re moving in the right direction, while also challenging us in areas where we can improve. Once we’d finished planning, we brought up the team’s families for a couple of days of downtime together—always a great reminder of why we do what we do. A few weeks later, we brought our insights to the team at our annual State of the Company meeting, where we rolled out our one-year goal to the full team and celebrated the progress we’ve made. We followed it up with our summer barbecue at my house lots of good food, kids running around, and just a great way to wrap up a strong season.

Growth in Costa Mesa

We also officially closed escrow on our Costa Mesa building, and we’re in the thick of getting it ready: furniture, A/V, and all the finishing touches. Tyler will be moving in around mid-August, and over the next year, we plan to hire some additional team members to help us build our presence in the Orange County financial planning market. It’s a big step toward our long-term vision, and we’re excited about what’s ahead.

A Growing Team

As we continue to grow, it’s been rewarding to expand our team in new ways. We recently added two new remote hires Britt Skold, who’s leading our technology initiatives, and Erin De Lisle-Snyder, who’s taking on operations for our 401(k) services. Both bring a lot of experience, and as we’ve broadened our reach, it’s allowed us to find the right people, no matter where they live.

Grateful for the Season

It’s been a good season, and I’m feeling grateful for family, for our team, and for the ways we get to achieve more every day.

Grateful for your trust—and always here to help your loved ones, too.
Let’s talk about what’s next.
💼 Schedule a call

Warmly,
John Vance, CFP®, CEPA®, CDFA™
President & Founder