Team Update
From the desk of John Vance
To Our Vance Wealth Friends and Family, The first quarter was an incredible start to the year, bringing my family equal amounts of snow and sunshine, as we kicked off 2019 with trips to the Colorado Mountains and the Cayman Islands. Carmen, the kids, and I spent the first 10 days of the year focusing…
Read MoreVance Team Member Spotlight: Meet Jason Lane, Wealth Advisor
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…
Read MoreVance Wealth Team Member Spotlight – Meet Lisa Maloney
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…
Read MoreVance Wealth Welcomes New Team Members
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…
Read MoreGetting To Know Your Team: Meet Robin Strauss
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…
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