Posts by Shanele Stoll

At Vance Wealth, we believe that exceptional client experiences start with exceptional people. That’s one of the many reasons we’re excited to highlight Britt Skold, our Technology Manager, in this quarter’s Team Member Spotlight. As someone who blends technical expertise with a deep commitment to service, Britt is already shaping the future of our firm’s…

Our Summer Newsletter is here created with your questions, goals, and next chapter in mind. This season, we opened a new office, celebrated big milestones, and helped clients navigate meaningful transitions including one powerful retirement story that reminds us why planning is about more than just numbers. In this issue, you’ll find: Click the image…

Navigating life after the loss of a spouse is an experience that can’t be completely planned for. No checklist or article can fully prepare you for the quiet moments, the tough decisions, or the unexpected waves of emotion that follow. In those first few months, the world often feels unfamiliar—and the future, uncertain. But even…

An Insightful Q&A with Vance Wealth Partner, Jerrod Ferguson When it comes to creating a legacy, many families ask how they can support their loved ones without unintentionally enabling unhealthy financial habits. It’s a thoughtful question and one we help clients navigate with care. Here, Jerrod shares a simple strategy for giving during your lifetime…

Retirement is one of life’s most significant financial milestones. For many, it’s a transition filled with both excitement and uncertainty. Even with a solid retirement plan in place, stepping away from a career can bring up unexpected emotions especially when it comes time to turn off that steady paycheck. At Vance Wealth, we understand that…