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 firms with financial technology solutions, Jason was constantly expanding his expertise and learning to understand an ever-changing financial market.
When Jason’s mom became a client of Vance Wealth, Jason experienced first-hand the work ethic, integrity and depth of knowledge the organization offered at every level. As Jason’s kids grew older and lives busier, an opportunity close to home intrigued him. Timing lined up perfectly, and he transitioned into Vance Wealth.
In his new role, Jason champions Vance Wealth’s retirement solution for businesses — Advanced 401K Solutions — and provides wealth management support to individual clients. Jason shares his thirst for learning and personal redevelopment with his wife, Shaunasey, who recently began teaching nursing at College of the Canyons. When they are not busy advancing their professions, they are usually watching their kids excel in their various sports. In fact, on most weekends, you may catch Jason and Shaunasey hitting the books in between their cheers in the bleachers. You might even catch his family at a USC football game, where he supports his nephew’s football career, although Jason’s truly an Oregon State Beavers fan at heart.
Jason Lane is a Wealth Advisor for Vance Wealth and can be reached at [email protected]