Posts Tagged ‘team’
Honoring the Women of Impact at Vance Wealth
As the founder of Vance Wealth, I am deeply inspired every day by the commitment and leadership of our team. However, in honor of International Womenās Day, I have decided to specifically highlight the exceptional women on our team. Their profound impact on our growth and culture transcends mere recognition; it sets the standard for…
Read MoreVance Team Member Spotlight: Meet Kathy Spencer, Director of People and Culture
As the firmās Director of People and Culture, Kathy Spencer is dedicated to helping the team create balance in business and life, so they can all achieve more together. Raised in Santa Clarita, Kathy earned her bachelorās degree in marketing with an emphasis in communications from California State University, Northridge. She began her career in…
Read MoreVance Team Member Spotlight – Meet Niall Shaffery, Client Service Associate
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. āAs a kid, Iād always thought about becoming a lawyer like my dad,ā Niall explained. āBut in high school, I really…
Read MoreVance Team Member Spotlight: Chris Pelch
When Chris Pelch came back to Vance Wealth, it was like returning home to family. As Chief Operating Officer, Chris helps strengthen and support the team every day, while continuing to help clients achieve more in business and life. He most enjoys working with a team of people he respects and admires, and heās uniquely…
Read MoreVANCE TEAM MEMBER SPOTLIGHT – A Fond Farewell to Lisa Maloney
After nine years with the firm, Director of Business Operations and Chief Compliance Officer Lisa Maloney āmore affectionately known as the āoffice momā ā is leaving the Vance Wealth team. However, she will always be part of the family. Lisaās planning on spending much of her downtime with her mother, whom she is currently caring…
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