Phillip K. Vance

Phil began his career in the financial services industry in 1993 with Buffalo Financial Associates, Inc. In 2006, he became a partner at Jensen, Marks, Langer & Vance LLC and then additionally a partner at Sterling Investment Counsel LLC, in 2016. Throughout his career, Phil has focused his professional practice on providing comprehensive financial planning and investment management services for his clients, who include corporate executives, professionals, families and business owners. With over 26 years of investment experience, Phil is a member of the Sterling Investment Counsel LLC Investment Committee, which oversees investment decisions at Sterling. He holds series 6, 7, 63, and 66 securities registrations and also is a licensed life insurance professional in multiple states. Phil has an undergraduate degree from Montana State University and has served in his community in various manners. He is a past President and board member of the Ellicottville Ski Club, Inc. where he has served in an executive position for 13 years. He has also served actively in his community by coaching youth soccer and baseball and is a certified ski race coach. He, his wife and two boys currently reside in East Aurora, New York.