Browsing: In the News

Jack Earns Masters Degree

Jack Earns Masters Degree

Jack McCloskey earned a Masters of Science degree in Financial Services from the College for Financial Planning.  Jack is also a Certified Financial Planner (CFP) Professional and a Registered Tax Return Preparer (RTRP).

Vintage Celebrates 30 Years

Vintage celebrated our 30th anniversary in January.  In February we’ll have a big party at the Big House for our clients and friends.

Frank Named to NAPFA Board

Frank Moore began serving a three year term on the National Board of the National Association of Personal Financial Advisors (NAPFA) in September.  In his first year he’ll serve as the board treasurer.  NAPFA is the largest organization of fee only financial planners in the country.

Vintage Wins Award

Our firm was named a Top Performer in the inaugural Investment News Best Practices Awards.  The award ceremony was held in Chicago in September, 2013.  Vintage, along with five other firms, were recognized as the Top Performing firms in the country for their human capital management.  The selection was made from the annual Investment News/Moss… read more

Frank Speaks at National Conference

Frank Moore spoke at the NAPFA (National Association of Personal Financial Advisors) National conference in Chicago in mid-May.  His talk was part of the Practice Foundations series that is designed to teach newer financial planners how to build a practice. Frank’s talk was picked up by a reporter from Financial Planning magazine who featured it… read more