From the Desk of John Vance – Learning & Laughing All Summer Long

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The professional highlight of our third quarter at Vance Wealth was a three-day Raymond James educational conference in the beautiful Ojai Valley. Raymond James always presents fresh and innovative content that allows us to better serve our clients. In early September, the Ojai conference did not disappoint. The top 40 advisors from the West Coast were in attendance and it brought together our best colleagues from Alaska to Southern California. We enjoyed catching up with other advisors and learning about …

From the Desk of John Vance

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To Our Vance Wealth Friends and Family,  Sometimes it feels like we spend the whole year waiting for the dog days of summer, only to say goodbye to them too quickly. But this year, we really soaked up the best of our summer with multiple trips to the water and many meals that brought the entire family together around one table. We kicked off July with a family trip to Lake Nacimiento, near Paso Robles, in Central California. As guests …

Vance Wealth Team Spotlight – Meet Tyler Tilton, Wealth Advisor

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A numbers guy at heart, Wealth Advisor Tyler Tilton quickly realized the true joy of financial planning was building relationships. Armed with a degree in finance, Tyler entered the financial services industry as an analyst, but within his first year, he learned his professional life needed something more – the satisfaction of helping others. On the recommendation of a family friend and Vance Wealth client, Tyler reached out to John. While there wasn’t an opening on the Vance Wealth team …

From the Desk of John Vance

VanceWealth Team Update

To Our Vance Wealth Friends and Family, The Spring quarter brought us much to celebrate at Vance Wealth, as well as at home. Since our last trip to Steamboat, Colorado, a couple of the kids were asking for another chance to hit the slopes, so for the kids’ spring break, Lauren, Kate and I took a trip to Salt Lake City, Utah and stayed near Solitude Mountain Resort for a few days. The views were spectacular and the weather ideal. …

From the Desk of John Vance – Celebrating The Good Times

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Our commitment to clients is more than a promise. It’s a care philosophy that drives our culture, values and purpose every day. From planning to actualization, we aspire to inspire — so our families can achieve financial independence and find the confidence to live the life they imagine. We help protect our clients in the difficult times, so we can empower them in the best of times. And sometimes … that means throwing a good old-fashioned block party. This past …

Vance Team Member Spotlight – Meet Shanele Stoll, Marketing Director

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About 5 years ago, Shanele’s journey with Vance Wealth started during carpool on the way to a soccer game. John and Shanele’s daughters were on the same team, so as the two chatted during the ride, John asked Shanele if she would be interested in coming back to work, knowing she would be a perfect match for the company’s culture and core values.   When Shanele first joined the team, she worked as an Administrative Assistant but, quickly transitioned into …

Vance Team Member Spotlight: Meet Jason Lane, Wealth Advisor

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After 20 years in the financial services industry, the organization’s newest Wealth Advisor, Jason Lane, is thrilled to now call Vance Wealth home. Jason and John met seven years ago, while serving on the board of a local nonprofit, Single Mothers Outreach. John had long been intrigued by Jason’s wide-reaching experience in financial services, which spanned work in sales, technology and asset management. Whether working as a senior analyst helping manage a $9 billion institutional portfolio or assisting asset management …

Vance Wealth Team Member Spotlight – Meet Lisa Maloney

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Almost 15 years ago, Lisa’s daughter met John’s daughter in Gymboree. The two families became fast friends, and Lisa and her husband, Tom, became clients of the firm. During their annual client meetings, John routinely asked Lisa, a stay-at-home mom at the time, when she would return to work. With 10 years previous sales and business experience, the day finally came when Lisa joined the Vance Wealth team. Lisa handles all internal operations, ensuring everything runs smoothly for the firm. …

Vance Wealth Welcomes New Team Members

VanceWealth Team Update

At Vance Wealth, 2018 has marked a year of expansion and team growth. As we transition into a new building in Santa Clarita, we are also excited to have some new faces to help make the transition seamless and the services robust. While finding the best person for the job can be difficult for our tight-knit team, these two knocked it out of the park. Please join us in welcoming our new hires, Tara White and Jason Lane! Tara, our …