Posts by Shanele Stoll
Behind the Scenes at Vance Wealth’s First Development Week
In January, Vance Wealth brought its team together for the firm’s first-ever Development Week, welcoming remote team members to the office for a week centered on connection, growth, and alignment. The week paired coaching sessions and team meetings with intentional time together — shared lunches, a leadership dinner, an impromptu cocktail hour, and even a…
Read MoreLegacy Series: How Trusts Can Preserve Both Wealth & Relationships
An Insightful Q&A with Vance Wealth Partner, Jerrod Ferguson Q: What role do trusts play in passing on wealth responsibly, and how can they help avoid potential conflicts among heirs? A: Trusts do more than just protect your assets—they help protect your relationships. When everything is outlined clearly in a trust, there’s no room for…
Read MoreBuilt for Every Season
How Thoughtful Planning Helps Weather Market Uncertainty There’s a quiet wisdom to the natural world. Every winter, gardens seem to wither. Trees shed their leaves, and for a moment, life feels paused. But anyone who’s lived through the seasons knows this isn’t the end. It’s a moment of rest, of storing energy for the next…
Read MoreCarrisa Flores Earns CERTIFIED FINANCIAL PLANNER™ Certification
Committed To Continuous Growth At Vance Wealth, we believe in the power of progress—not only for our clients, but for our team. That’s why we’re proud to announce that Carrisa Flores has officially earned her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, joining a distinguished group of professionals who meet the highest standards in our field. This…
Read MoreRobin’s Recipe: Pasta Alla Vodka 💫
If you know me, you know this already: cooking is my love language.It’s how I slow down, how I care for the people around me, and how I say “I’m thinking of you” without using words. This Pasta Alla Vodka is one of those recipes I come back to again and again. It’s cozy, a…
Read More2026 – Q1 Market Update
2026 – Q1 Market Update Dear Clients and Friends, We hope you enjoyed the holiday season with the ones that matter most. Everyone at Vance Wealth is energized as we begin the New Year, and we’re focused on guiding clients through markets with clarity, discipline, and confidence. 2025 Market Performance Last year was the third…
Read MoreThe Power of a Proactive Financial Plan: Thank You for Trusting the Process
As we close out another remarkable year, we want to pause and thank you—not just for choosing Vance Wealth, but for choosing to trust the process. In a year filled with market noise and economic shifts, you stayed grounded. You didn’t react to headlines. You leaned into a long-term vision—your vision—and stayed the course with…
Read MoreMore Than Planning: Supporting Clients Through Life’s Most Difficult Moments
Providing Support When Life Changes Unexpectedly “They’re more than clients, Her husband was a wonderful person—always kind and very funny. We all felt his loss. That’s why you don’t just ‘manage’ the process. You honor it.” When a longtime client recently lost her husband, she wasn’t alone in figuring out what came next. We believe…
Read MoreStop Rushing Year-End Decisions: A Smarter Approach to Tax Planning
Why Last-Minute Tax Decisions Can Be Risky for Business Owners As the year winds down, many business owners feel the familiar pressure to make last-minute purchases before December 31 to reduce taxes. But those quick decisions can sometimes do more harm than good. Why Long-Term Tax Strategy Matters More Than Year-End Deadlines We believe the…
Read MoreFrom the Desk of John Vance: A Season of Milestones, Momentum, and Gratitude
From the Desk of John Vance: A Season of Milestones, Momentum, and Gratitude It’s been one of those seasons that keeps you moving – in the best possible way. From meaningful family celebrations to exciting firm growth, we’ve had a lot to be grateful for at Vance Wealth. Celebrating Family Moments At home, we celebrated…
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