Vanessa Spenard, a Certified Financial Planner™ professional, is a planner with Navitas Wealth Advisors. She has a passion for helping people better understand their financial picture and how all the pieces fit together. Vanessa analyzes financial data and develops proactive planning solutions and strategies for the benefit of the firm’s clients. She and the Planning team are committed to helping clients implement plans that incorporate their mission and values, while also providing improved financial and generational wealth outcomes.
Vanessa began her career managing more than 900 accounts for 21st Mortgage Corporation. Prior to joining Navitas, she spent eleven years in wealth management – almost three years with Busey Wealth Management, followed by eight years with Midland State Bank. These experiences gave her a deep background in investment planning and retirement services, as well as trust, estate and tax analysis. Above all, she learned to truly understand the importance of keeping a client’s goals and objectives at the forefront of planning, a principle that aligns well with the Navitas wealth management approach.
A graduate of State University of New York College at Oneonta, Vanessa earned her Bachelor of Science in Economics with a concentration in Finance. She and her husband stay busy with their children. They’re active with community lacrosse programs and in their church. She also enjoys reading and being outdoors.