Niall Shafffery

Vance Team Member Spotlight – Meet Niall Shaffery, Client Service Associate

Shanele Stoll Team Update

As a Client Service Associate, Niall Shaffery is thrilled to begin his career with a great wealth management team, while he simultaneously works to expand his professional skill sets and grow within the company. “As a kid, I’d always thought about becoming a lawyer like my dad,” Niall explained. “But in high school, I really liked math, and once I went off to college, I knew I was ready to focus on finance. The rest is history.” Born and raised …

Client meeting

Making Happiness A Habit – Learning To Find The Small Wins In Financial Planning & Beyond

Shanele Stoll Achieve More, Financial Planning

Learning To Find The Small Wins In Financial Planning & Beyond Whether you’re living for the weekend or counting the days until retirement, we all know delaying happiness in the hope that “the next big achievement” will deliver it is no way to live. Yet, we’ve all done it. How many days have you completed everything on your daily to-do list, only to receive 30 minutes of peace at the end of the night – if that – before the …

Loss of a Loved One 2 1016x677 - Restoring Confidence: After the loss of a spouse the last thing you want to worry about is Money.

Restoring Confidence: After the loss of a spouse the last thing you want to worry about is Money.

VanceWealth Loss of a Loved One

The loss of a spouse is something we spend nearly our entire lives fearing, which also means we don’t typically spend a lot of time thinking — or planning — for this kind of event. But in a moment of devastating pain, having a plan gives you the confidence to focus on what really matters, rather than worrying about where the money will come from. “It’s our job to help you protect those who matter most, and that’s more than …