Meet the team

Our nationally acclaimed team has some of the best credentials in town. In fact, if you’re looking for Fee Only CFP® professionals, we have the largest team in Washtenaw County working right here together for you.

(Source: CFP Board website, February, 2020)

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team to work for you

See the listing and selection criteria of the publications on our disclosure page.

Frank Moore, our founder and team leader, was named #15 on Forbes Best-in-State Wealth Advisors list again for 2022.
We won Investment News’ Best Practices Award again for 2019, one of just seventeen firms in the country to be recognized.
Vintage was named to the Financial Times 300 for the fourth straight year in July, 2020. We’re one of just seven firms from Michigan and one of just two Michigan firms to make the list four years in a row. FT suspended the annual list in 2021.
Frank Moore, our founder and Chief Investment Officer, was the top ranked advisor from Washtenaw County again on Barron’s Top 1,200 Financial Advisors. He’s the only local advisor to make the prestigious ranking for each of the past six years and was ranked #13 in Michigan for 2022.
We’ve been named to the 2022 Investment News Best Places to Work for Financial Advisers, one of 75 firms in the country.
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Senior Advisors

Jack McCloskey, MS, CFP®

Chief Operating Officer

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Tammy Wakevainen, CFP®, CPA

Senior Financial Planner

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Michael Stros, CFP®

Senior Financial Planner

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Doug Watts, CFP®, ChFC®, CIMA®

Senior Financial Planner

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Deborah Krone, CFP®, CPA, CDFA™

Senior Financial Planner

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Nathan Zolynsky, CFP®

Senior Financial Planner

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Financial Planners

Andrea McCarthy

Financial Planner

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Nina Di Mauro

Investment Analyst

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Staff

Niki Barnes, FPQP®

Operations Manager

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Debbie Vandermade

Operations Specialist

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Michelle Soucie, FPQP®

Client Account Specialist

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Jory Tracy

Client Account Specialist

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