Browsing: In the News

Congrats to Michael Stros, CFP®

Congrats to Michael Stros, CFP®

We’re pleased to announce that Michael Stros, CFP® has met the CFP Board’s rigorous educational, experience, examination, and ethical requirements, and has been authorized to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks. Michael joined Vintage in 2019 after graduating from Central Michigan University with a Bachelor of Science degree in Personal Financial Planning. … read more

Welcome Nathan Zolynsky

We are happy to announce that Nathan Zolynsky has joined the team at Vintage as a Financial Planner. He is a recent graduate of Central Michigan University where he earned a Bachelor of Science in Business Administration degree in Personal Financial Planning.  Nathan is a member of the Financial Planning Association and serves on the… read more

Frank Named to Barron’s Top 1200

Frank Moore, our founder and Chief Investment Officer, was again named to the prestigious Barron’s Top 1,200 Financial Advisors ranking for 2021. This marks the fifth straight year Frank, as head of the Vintage team, has been on the exclusive list. The number of advisors per state is based on population and wealth and there… read more

Mike Nemick Joins Vintage

We’re pleased to announce that Mike Nemick, CFP has joined the Vintage team as a Senior Financial Advisor.  He is a graduate of Western Michigan University where he earned a Bachelor of Business Administration degree in Personal Financial Planning. Prior to joining Vintage, Mike served families and individuals for seven years at a fee-only wealth… read more

Forbes Names Frank #15 in Michigan

Frank Moore, our founder and Chief Investment Officer, was recently named by another national publication as one of the top financial advisors in the country. Forbes did their fourth annual Best-in-State Wealth Advisors ranking of financial advisors and Frank was ranked #15 in Michigan, the top ranked advisor on the list from Washtenaw County. For… read more

Vintage Adds More Tax Expertise

We’re excited about the strengthening of our tax team over the past couple years. This year we upgraded our tax software to a more efficient package and have added more expertise. Tammy Wakevainen, CPA joined us in 2019 and heads up our tax team. This year we added another CPA, Amy Haselhuhn, who, like Tammy,… read more

Congratulations to Michelle!

Congratulations to Michelle Schrag who joined Vintage last year as a Client Service Specialist. She has earned the Financial Paraplanner Qualified Professional designation (FPQP®) offered through the College for Financial Planning. While Michelle doesn’t work in an advisory role, the additional education has helped her with a very good understanding of the financial planning and… read more

Best Workplace Award

We’re excited to be named one of the Best Places to Work for Financial Advisers by Investment News magazine. Their annual ranking recently came out and they named us #16 in the country in the category of 15-29 employees. Including the two larger firm categories, there were 75 firms that made the 2020 list. From… read more

Congratulations to Set

    Set Carpintero, a CFP who joined us last fall, has earned the Enrolled Agent or EA designation offered by the IRS.  While not as well known as the CPA designation, the EA is more narrowly focused on income taxes.  Set passed the three required exams and he can now represent taxpayers in front… read more

Barron’s Moves Frank to #12

For 2020, Barron’s has again named Frank Moore to the exclusive list of America’s Top 1200 Advisors. The number of advisors per state is based on population and wealth and there were just 30 advisors from Michigan again this year. Frank debuted on the ranking in 2017 at #28, jumped to #18 in 2018, then… read more