Joseph Vance

Professional Details:
Joseph started his career as a Financial Advisor in 2017 and serves the planning needs of public school employees, families and small business owners. He has always had an interest in finance and coaching and was attracted to this career by the ability to build personal, long-term relationships with clients and truly have an impact on their lives.  Joseph enjoys being able to coach families through complex financial situations and helping them create a strong financial plan. He understands the importance of listening to his clients’ needs and working with them to have honest conversations to navigate important financial decisions. Joseph provides a high level of service and communication which is valuable in keeping clients informed and on track to achieve their goals. 

Qualifications:
Joseph graduated with a BS from the University of Illinois. He currently holds the following licenses, titles and designations:

•    FINRA Series 7 and 66 Registrations
•    Life, Health and Long-Term Care Insurance Licenses

Personal:
Joseph lives in the Northwest suburbs with his wife Erin and daughters Sarah and Emily. He enjoys an active lifestyle including running as well as playing softball and soccer. Joseph is an active volunteer for the PTO at his daughters’ school and also coaches their youth softball and soccer teams.  He enjoys watching a variety of sporting events, and recently traveled to Qatar to watch the World Cup in 2022.