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.
CHRIS GELDERT, CPA, CA, CLU, CEA
Chris has guided numerous clients of differing financial circumstances, objectives and challenges during his almost 20 years of service in the financial industry. This experience has led him to the realization that the key to action is education. Chris listens to the priorities of his clients and takes the time to research and introduce the best possible ideas and solutions for them. This process ensures that clients understand the solution and impact of not protecting a particular element of their life. Chris works with the Vantage team to assist business owners protect, realize and transfer the value of their business and corporate wealth. He helps our clients through the process and works with their various professionals to ensure solutions are implemented properly to manage risks and maximize benefits.
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.
Running a household of 6 everyday is a production in itself! Michelle puts her organizational skills into practice by coordinating client appreciation and business networking events while supporting fellow professionals. Michelle shares the values of our team at Vantage Advisory with a focus on involving community businesses and their products as well as supporting local non-profit organizations.