Shawna Vanaken Joins Avantax Community for Enhanced Services
Cetera is thrilled to announce that Shawna Vanaken, a dedicated financial advisor with extensive experience, has transitioned from Commonwealth to become part of Avantax, a community of tax-focused financial professionals. This move represents a significant step for her and her team at Pinnacle Tax & Financial Services, LLC, as they aim to optimize their services and growth opportunities.
About Shawna Vanaken and Her Team
With over two decades of expertise in tax and financial planning, Vanaken has built a robust practice, managing around $49 million in assets. During her tenure with Commonwealth, she developed a reputation for integrating tax strategies with comprehensive financial planning. Supporting her in this mission is her son, Justin Vanaken, who aspires to enhance his qualifications in the financial sector.
A Unique Approach to Wealth Management
The focus of Pinnacle Tax & Financial Services is to provide clients with a holistic understanding of their financial situation. Founder David Purkey and his team have established a strong framework that connects tax planning with effective wealth management. This integrated approach is vital for offering clients a clearer picture of their financial health.
Vision for Growth with Cetera
Vanaken stated that her decision to explore new affiliations stemmed from a desire to align her practice's ethos with a firm that shared her values. After reviewing potential partners, Avantax stood out. She noted that the environment supports her tax-based planning model, bolstered by Cetera's solutions designed to foster growth.
The Importance of Personalized Service
Maintaining a personal touch in client interactions is paramount for Vanaken. She expressed her commitment to uphold a client-centered approach, ensuring that her firm remains accessible and true to its roots. The alliance with Avantax and Cetera is set to enhance this personalized service while offering the advantages of modern technology and resources.
Resilience in Changing Times
As the financial services industry evolves, the need for advisors to adapt is crucial. Hence, Vanaken view this transition as an opportunity to innovate and grow, especially in digital presence, as she develops a new website for Pinnacle Tax & Financial Services. Cetera’s resources, including its acclaimed GrowthLine program, are expected to play a significant role in this transformation.
Support from Cetera Wealth Management
Todd Mackay, President of Cetera Wealth Management, expressed excitement about welcoming Vanaken and her team. He acknowledged her dedication to providing thorough, tax-oriented financial planning and emphasized the tools and technology Cetera and Avantax will provide to support her mission.
About Avantax and Cetera
Avantax operates as a distinguished community within Cetera Wealth Services, LLC, delivering tax-intelligent financial planning solutions. This innovative approach aims to minimize clients' tax liabilities while facilitating effective wealth management strategies. Cetera Financial Group stands as a leading entity in supporting independent advisors with flexible affiliation models and comprehensive growth solutions.
As of recent reports, Cetera manages approximately $625 billion in assets and continues to receive positive feedback from advisors, showcasing their commitment to client satisfaction.
Frequently Asked Questions
What prompted Shawna Vanaken's move to Avantax?
Shawna Vanaken transitioned due to a desire for alignment with a firm that prioritizes personalized service and shared values, especially after LPL's acquisition of Commonwealth.
How does Pinnacle Tax & Financial Services differentiate its services?
The firm emphasizes an integration of tax planning with wealth management, providing clients with a comprehensive understanding of their financial circumstances.
What resources will Cetera provide to support Vanaken's practice?
Cetera offers advanced technology, growth tools, and access to a community of like-minded professionals, enhancing the service offerings of Vanaken's team.
What is the vision for growth under Avantax?
Vanaken aims to enhance her digital presence and maintain personalized client interactions while leveraging the resources of Avantax.
How does Avantax facilitate tax-intelligent financial planning?
Avantax focuses on minimizing tax burdens through comprehensive, tax-smart financial strategies, aligning with the needs of clients for more effective wealth management.
