Vance brings 21 years of experience in the financial services industry to his role as Managing Director. Since 1999, Vance has held various compliance and leadership roles with several nationwide broker/dealers. His extensive work with clients, regulators, and financial service professionals has given rise to his passion for building and developing successful support teams.
Vance delivers universal value by working internally to refine infrastructure, develop processes and efficiencies that will in turn enhance the client experience. He holds FINRA Series 7, 63, and 24 securities registrations.
He is originally from Toronto, Canada and enjoys watching hockey and still plays on a weekly basis. He currently resides in Scripps Ranch with his wife and two daughters. He enjoys spending time with his family and friends, walking their family dog, checking out new local restaurants and is a car and technology enthusiast. He also enjoys volunteering at his girls’ schools.