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Team

<br/>Multigenerational Planning <br/>and Continuity of Service


Multigenerational Planning
and Continuity of Service

Our highest goal is for our clients to feel the peace of mind and security that comes through diligent planning and financial management. Through a trustworthy multigenerational environment with a well-thought-out succession plan, we utilize our familial business strategy to ensure continuity of service for our clients for generations to come.

We help individuals, families, and businesses become prepared for the future by providing clarity to their financial picture through comprehensive planning and guidance.

John Vande Bossche

Wealth Management Advisor and CEO

949-863-5911

john@vb.financial

For over 18 years John Vande Bossche has been helping clients define and map out financial goals as he stays on top of industry trends and successfully creates long-lasting relationships. As President and Wealth Manager at Vande...

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Kristen Vande Bossche, CFP®, RICP®

Director of Financial Planning

kristen@vb.financial

For almost a decade, Kristen Vande Bossche has assisted in financial planning strategies as she helps educate her clients and understands their goals. She specializes in retirement planning and creating detailed distribution plans. As...

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Tim Mitchell, CFA®

Director of Investments

tim@vb.financial

For over 36 years, Tim Mitchell has been involved in the financial industry, working as a stock analyst, portfolio manager, and bond trader. Since 2005 he has enjoyed serving as the Director of Investments at Vande Bossche Financial...

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Patrick Vande Bossche, CIMA®

Financial Analyst and Marketing Manager

patrick@vb.financial

Patrick Vande Bossche enjoys the challenge of working as an analyst at Vande Bossche Financial Planning & Wealth Management. Every day he sees an opportunity to contribute to our clients' growth through his skills in research, analysis...

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Mary Vande Bossche

Director of Operations and Office Manager

mary@vb.financial

As the Director of Operations and Office Manager at Vande Bossche Financial Planning & Wealth Management, Mary Vande Bossche expertly manages the day-to-day operations, human resources, investment operations and processes, and client...

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Jennifer Moses

Executive Assistant

jennifer@vb.financial

As a trusted associate at Vande Bossche Financial Planning & Wealth Management, Jennifer Moses oversees the scheduling of clients, processing of account documents, including new accounts, transfers, wires, and more. Helping clients in...

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