Team Update

Patti Handy Branch Associate It wasn’t until Patti went through a divorce, did she fully appreciate the financial education her parents taught her at a young age.  As a child, she learned how to earn her own money, save it and invest it wisely. Little did she know, this would prove to be an invaluable…

Kicking off the quarter, Carmen and I took a trip to Kauai, where we sought out adventure. We went zip-lining, took a helicopter ride, rode ATVs, and enjoyed a zodiac boat ride along the Na Pali Coast.  I spent much of the quarter out in the community, as well, participating in a couple of great…

Mark embodies Vance Wealth’s core value: Being passionate, positive, and present. Mark (Wealth Advisor) first fell in love with investing during college, when students were invited to participate in a Student Managed Investment Fund (SMIF). Through the students’ work and collaboration with faculty, the school awarded scholarships to new students in the business program. Witnessing…

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…

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…

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…

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…

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…

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…