Kathy head shot

Vance Team Member Spotlight: Meet Kathy Spencer, Director of People and Culture

VanceWealth Team Update

As the firm’s 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 bachelor’s degree in marketing with an emphasis in communications from California State University, Northridge. She began her career in sales for Pactel, a position that eventually grew into management and sales training as Pactel became Verizon. After a decade in sales, Kathy branched out …

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 …

062821 Vance Wealth Marketing SchlickArt 7569SRGB 3 1016x1016 - Vance Team Member Spotlight: Chris Pelch

Vance Team Member Spotlight: Chris Pelch

VanceWealth Team Update

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 he’s uniquely qualified to help Vance Wealth grow according to plan. With a background in education and a master’s degree in business administration, Chris is perfectly positioned …

Team Member of the Quarter   Lisa Maloney 1016x1355 - VANCE TEAM MEMBER SPOTLIGHT - A Fond Farewell to Lisa Maloney

VANCE TEAM MEMBER SPOTLIGHT – A Fond Farewell to Lisa Maloney

VanceWealth Team Update

After nine years with the firm, Director of Business Operations and Chief Compliance Officer Lisa Maloney –more affectionately known as the “office mom” – is leaving the Vance Wealth team. However, she will always be part of the family. Lisa’s planning on spending much of her downtime with her mother, whom she is currently caring for. “My Mom has been a lifelong support system for me,” Lisa shared, “so I feel fortunate to have this time to spend with her.” …