Vance Team Member Spotlight: Meet Jason Lane, Wealth Advisor

VanceWealth Team Update

After 20 years in the financial services industry, the organization’s newest Wealth Advisor, Jason Lane, is thrilled to now call Vance Wealth home. Jason and John met seven years ago, while serving on the board of a local nonprofit, Single Mothers Outreach. John had long been intrigued by Jason’s wide-reaching experience in financial services, which spanned work in sales, technology and asset management. Whether working as a senior analyst helping manage a $9 billion institutional portfolio or assisting asset management …

Vance Wealth Team Member Spotlight – Meet Lisa Maloney

Shanele Stoll Team Update

Almost 15 years ago, Lisa’s daughter met John’s daughter in Gymboree. The two families became fast friends, and Lisa and her husband, Tom, became clients of the firm. During their annual client meetings, John routinely asked Lisa, a stay-at-home mom at the time, when she would return to work. With 10 years previous sales and business experience, the day finally came when Lisa joined the Vance Wealth team. Lisa handles all internal operations, ensuring everything runs smoothly for the firm. …

Vance Wealth Welcomes New Team Members

VanceWealth Team Update

At Vance Wealth, 2018 has marked a year of expansion and team growth. As we transition into a new building in Santa Clarita, we are also excited to have some new faces to help make the transition seamless and the services robust. While finding the best person for the job can be difficult for our tight-knit team, these two knocked it out of the park. Please join us in welcoming our new hires, Tara White and Jason Lane! Tara, our …

Getting To Know Your Team: Meet Robin Strauss

VanceWealth Team Update, Uncategorized

Vance Wealth Team Member Spotlight Born and raised in Brooklyn, New York, Robin Strauss has been bringing laughter and an East Coast flair to our Santa Clarita office ever since she started. As Vance Wealth’s Client Services Associate, she serves nearly everyone throughout the year, and she’s the first line of contact whenever a client is in need, a role Robin loves. After moving to Santa Clarita for work, she spent about five years as an insurance agent. When she …