Elevating Group Benefits.
With a dynamic blend of industry wisdom and tech-savvy insights, we’re transforming the way you experience group benefits. Where traditional group benefits expertise meets modern technology innovation. Together, we are redefining what it means to deliver group benefits in the digital age.
Introducing Our Team
Your Partners in Group Benefits Transformation
Jordan Armstrong
Managing Partner
Shawn Perryman, CFP
Managing Partner
Kai Somers
Group Benefits & Wealth Advisor
Jana Anderson
Client Care Coordinator
Juli Leith
Business Coach & Director of Operations
Steve Cropo
Advanced Tax and Insurance Specialist
Lin Sorgiovanni
Group Account ManagerJoin the Vantage Experience
Ready to experience group benefits in a whole new way? Let’s chat! Discover how Vantage Advisory can help you secure the group benefits you need while keeping things simple and enjoyable. Don’t worry, we’ll never leave anyone behind on the tech train. Reach out to us today, and let’s get started on your group benefits journey together!