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 new Administrative Assistant, was part of the Vance Wealth family before she even started. In fact, we first met her at Jerrod Ferguson’s wedding, since her husband is a close friend of Jerrod’s.

Immediately Tara became an asset to the whole team. No matter the task, she dove right in and figured out how to help.

“Tara enjoys working on marketing with Shanele, and she’s grown into her role in assisting John directly,” Lisa said. “We’re comfortable handing projects off to her, even if it’s something that’s typically out of her realm.”

While Tara helps keep the office running smoothly, our newest financial advisor, Jason Lane, has allowed us to expand our advisory staff.

Jason has been in the financial industry for almost 20 years, selling financial software and working for multiple asset management firms. Yet with a degree in finance and an MBA emphasizing strategic planning, he’d been considering a career change. Financial advising would allow him to put his deep knowledge of the market to work and cultivate long-term relationships — without leaving the industry.

Jason serves alongside John Vance on the Board of Directors for Single Mothers Outreach, a nonprofit that provides a hand up for single moms in Santa Clarita, and Jason’s mother has been a Vance Wealth client.

As you meet Tara and Jason over the next few months, please join us in welcoming them to the Vance Wealth team.

“We love having them here — they’re a perfect fit!” Lisa said. “We’re all looking forward to their longevity with the organization.”

 

Posted in Team Update