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…

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…

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…