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Team Spotlight

VonCile Graham
Client Service Associate and Executive Assistant

The weather here in the desert is finally starting to change, and I’m so grateful for the cooler days and those beautiful, balmy evenings. In August, I had the wonderful opportunity to attend our annual LPL FOCUS event in San Diego with a few of our team members. I always look forward to this event when it’s here in Southern California—it’s such a special time to connect with others in our industry, spend time with our Solis Wealth family, and gain valuable education to better serve all of you. One of the highlights for me was watching my very best friend, Tiffany, present her AI knowledge on stage. She’s so gifted and knowledgeable, and we’re all just so proud of her.

August through September has been a whirlwind of volleyball games. It’s hard to believe Dana has been coaching with COD for nearly 12 years now. The team is doing so well, and we’re hopeful they’ll make it to the finals—maybe even state! I feel so blessed to watch him do what he loves every day. He’s such an incredible man, and seeing his passion for the game and his players fills my heart.

It’s hard to believe the holidays are just around the corner. We’re all so excited for our Client Appreciation Party on November 7th and can’t wait to see those who can make it down. It’s always such a special evening, and this year will be no exception.

Until next time, I hope you take a moment to pause, breathe, and enjoy the little things. We’re always here for you.

Blessings

– VonCile

Laurie Stack

This statement is a testimonial by a client of the financial professional as of {11/07/2024}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Dr. Roy Pitkin

This statement is a testimonial by a client of the financial professional as of {07/10/2024}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #622550)

Mark Olson

This statement is a testimonial by a client of the financial professional as of {07/16/2024}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #614236.)

Richard and Victory Grund

This statement is a testimonial by a client of the financial professional as of {02/29/2024}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #556941)

Matt Johnson

This statement is a testimonial by a client of the financial professional as of {05/23/2023}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #451730-2)

David and Colette Renker

This statement is a testimonial by a client of the financial professional as of {10/25/2023}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #515842)

Don DeLair, Headmaster at King’s School of the Desert

This statement is a testimonial by a client of the financial professional as of {02/23/2023}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #436116-2)

Judy Sanders

This statement is a testimonial by a client of the financial professional as of {07/13/2023}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #457029-1)