In 2003, Jordan began immersing himself in the financial industry, and became a licensed advisor four years later. He specializes in helping professionals and business owners protect their wealth and maximize the compensation and value they bring to their organizations. Jordan and his team design custom tax strategies for business owners using innovating corporate insurance solutions which assist in minimizing taxes and maximizing their retirement, estate and legacy. At Vantage he oversees the implementation of branding strategies, streamlining processes and digitizing operations. Jordan has a knack for finding the positive in any situation and loves to make people laugh even though his jokes are mediocre at best. When he is not working, he is typically chasing around his two young boys, traveling abroad with his family or trying to get in a game of golf!
Shawn Perryman, CFP
Receiving his insurance license in 2002 and obtaining his certified Financial Planner designation in 2005, Shawn has spent the last 18 years educating himself on all things pertaining to life and health insurance. He strives to understand the current and future needs of business owners, incorporated professionals and individuals alike. Educating clients in regards to the best available options to enhance today's objectives, and ensure tomorrow's growth, is his primary focus. Shawn has twice the number of children as Jordan so in his free time he is normally too tired to golf.
Jana has over 2 decades of experience in the banking, accounting and investment sectors. She is the go-to person for all of the operational & administrative functions in the office and responsible for looking after every one of our client’s needs. She has a strong ability to streamline processes, and her exemplary organization and clerical skills make her a fantastic asset to the team.