There used to be a guy that worked down the street from our offices and he would often talk about “The Team, The Team, The Team.”  At Vintage our advisors work together to bring our varied expertise and experience to each of our client’s finances.  We won’t win any football games but we think we’ve built a winning team.

And we’re not the only ones!  Vintage was named to the Financial Times 300 ranking of the country’s top RIA firms, one of just seven firms from Michigan.  And Frank Moore, our founder and Chief Investment Officer, was the only advisor from Washtenaw County to make Forbes 2018 Best-in-State Wealth Advisors list.  He’s the only advisor from the county on Barron’s Top 1,200 Financial Advisors ranking for 2017 and 2018, too.  See the listing and selection criteria of the publications on our disclosure page.

Advisors

  • Frank Moore, MS, CFP®

    Founder & Chief Investment Officer

    Frank Moore, MS, CFP®

    Meet Frank

    Frank Moore founded Vintage Financial Services in 1985 in order to better serve his clients.  Previously, he’d worked in the banking industry and with an investment firm.

    Frank continues to lead the Vintage Financial team as Chief Investment Officer, using the investment strategies he developed three decades ago.

    He is well known nationally in the financial planning community, having recently served as Chairman of the Board of NAPFA, the National Association of Personal Financial Advisors.  In his role, he worked with the leadership of the Financial Planning Association and the Certified Financial Planner Board to help promote and shape the Department of Labor’s new rule that will require all financial advisors to put their client’s interests first when advising on IRA assets.

    Frank continues to serve on NAPFA’s National Board and he currently heads the Finance Committee.  He has also served as Chairman of NAPFA’s Midwest Region Board and was a founder and current leader of the Soar Wealth Manager Alliance, a national network of independent firms that share best practices to better help their clients.

    Frank was named by Barron’s magazine as one of America’s Top 1,200 Financial Advisors in March, 2017.  He was the only advisor recognized in Washtenaw County and one of just 30 in the state of Michigan.  Frank was also one of 100 advisors featured in the 2012 book, America’s Top Financial Advisors: Financial Strategies from the Titans of Wealth Management.

    Numerous national publications have quoted Frank and featured his market insights. Those have included the Wall Street Journal, New York Times, Washington Post, Business Week, Financial Planning, the Journal of Financial Planning, Medical Economics, Investment News, Wealth Manager and others. Frank has also spoken at national investment conferences on topics ranging from the investment management process to applying technology in a wealth management practice.

    He is a graduate of the University of Michigan where he earned a B.A. in economics. After his undergraduate studies, Frank became a CERTIFIED FINANCIAL PLANNER Professional™ and has earned a Master of Science in financial services with a specialization in wealth management.

    Frank and his wife, Jennifer, love Ann Arbor and support the local quality of life with the Frank and Jennifer Moore Family Foundation.

  • Todd Perry, CFP®, CIMA®, CPWA®

    Senior Financial Planner

    Todd Perry, CFP®, CIMA®, CPWA®

    Meet Todd

    Todd Perry is a Senior Financial Planner at Vintage and heads the tax planning and preparation team.  He joined Vintage in 2005 and is a CERTIFIED FINANCIAL PLANNER Professional™, a Certified Investment Management Analyst (CIMA) and Certified Private Wealth Advisor (CPWA).
     
    He is a graduate of Central Michigan University, where he earned a Bachelor of Science in business and supply-chain management. While attending Central Michigan, he was a member of the Alpha Kappa Psi Professional Business fraternity as well as the CMU club hockey team. 
     
    Todd is a graduate of the Leadership Ann Arbor program and has also been quoted in theWall Street Journal. 
     
    He and his wife, Kristen, live in Brighton and have two children.

  • Joe Henderson, CFP®, CLU

    Senior Financial Planner

    Joe Henderson, CFP®, CLU

    Meet Joe

    Joe Henderson is a Senior Financial Planner at Vintage and is the team’s go-to guy for insurance advice.  Joe started his career in financial services in the insurance industry in 1993 where he rose to a management role training new agents.  He’s also a CERTIFIED FINANCIAL PLANNER Professional™ and holds the Chartered Life Underwriter designation. 
     
    Joe is a graduate of Wayne State University where he earned a B.A. in economics.  He lives in Northville with his wife, Andrea, and their three children.  He enjoys gardening and spending time with his English Bulldog, Ozzie.

  • Jack McCloskey, MS, CFP®, RTRP

    Senior Financial Planner

    Jack McCloskey, MS, CFP®, RTRP

    Meet Jack

    Jack McCloskey is a Senior Financial Planner at Vintage and serves as the firm’s Chief Operating Officer.  He is a CERTIFIED FINANCIAL PLANNER Professional™ and a Registered Tax Return Preparer.  He graduated Magna Cum Laude from Western Michigan University where he earned a degree in Personal Financial Planning with a minor in Economics.  Jack has also achieved a Master of Science degree in Personal Financial Planning.

    As a Senior Financial Planner at Vintage, Jack is a member of the tax team, serves on our investment committee and is our go-to advisor for help on estate planning.

    During his time at Western, Jack was a member of the Lee Honors College where he researched monetary unions in developing countries.  He also gained experience with another fee only wealth management firm in the Kalamazoo area.

    Jack is a member of the Washtenaw Estate Planning Council and the National Association of Personal Financial Advisors (NAPFA).

    He lives in Ypsilanti with his wife, Ashley.

  • John Owens, CFP®, EA

    Senior Financial Planner

    John Owens, CFP®, EA

    John Owens is a Senior Financial Planner at Vintage and a CERTIFIED FINANCIAL PLANNER Professional™. He earned the Enrolled Agent (EA) credential in 2018 and is admitted to practice before the IRS. John is a member of our tax team and is currently pursuing a Master’s in Financial Planning and Taxation from Golden Gate University.

    Prior to joining Vintage in 2016, he worked as a financial analyst at the University of Pittsburgh Medical Center. He graduated Summa Cum Laude from Clarion University in 2015 with a degree in Corporate and Personal Finance, and Monetary Economics.

    Outside of work John is a member of the leadership team for the St. Mary’s Student Parish Graduate Students and Young Professionals group. He is also active with United Way of Washtenaw County’s Volunteer Income Tax Assistance (VITA) program, helping provide free tax preparation for low income families.

    John lives in Ann Arbor and enjoys walking, swimming, and kayaking in his free time.

Staff

  • Pam Tassinari

    Administrative Assistant

    Pam Tassinari

    Pam Tassinari joined Vintage in 2017 as an Administrative Assistant.  Previously she managed another downtown Ann Arbor service business and has experience in human resources and sales.  She is a graduate of Michigan State University with a degree in communications.

    Pam lives in Plymouth and has four children with three currently in college.

  • Jamieson Hopp

    Financial Planner

    Jamieson Hopp

    Jamieson Hopp joined Vintage in 2018 as a Financial Planner. He grew up in eastern Washington state and attended Colorado State University in Fort Collins. Jamieson earned a Bachelor of Science degree in Financial Planning while at CSU and has completed the required coursework to sit for the CFP exam.

    Prior to starting at Vintage, Jamieson gained experience as an intern at another Fee Only financial planning firm in Colorado. Jamieson helps clients with service requests, is part of the Vintage tax team and assists the Senior Financial Planners.

    Jamieson is an avid sports fan and is excited to be in Ann Arbor.

  • Amanda Massinople

    Administrative Assistant

    Amanda Massinople

    Amanda Massinople joined Vintage in 2018 as an Administrative Assistant. She grew up in Columbus, Ohio and graduated from Ohio State University. She earned her Bachelor of Arts in English and Italian and worked in the education field as a teacher and counselor for a few years.

    Amanda decided to make a career change and is planning to begin her course work for the Certified Financial Planner (CFP) designation. She is excited to be at Vintage where she can learn the financial planning business from the ground up.

    Amanda lives in Ann Arbor, though she will always be a Buckeye.

  • Jennifer Moore

    Controller & Human Resources Director

    Jennifer Moore

    Jennifer Moore co-founded Vintage in 1985 with her future husband, Frank. Jennifer prepared income taxes for many of our clients and was executive director of Ann Arbor Area 2000 before taking some time off to raise their three children.

    Jennifer returned to Vintage and is now controller and human resources director.  She also arranges fun client events like our annual Top of the Fair party.

  • Candace Kinsler

    Administrative Assistant

    Candace Kinsler

    Candace Kinsler has been an important part of Vintage since joining us in 1996.  She makes it easy for our clients to get paperwork completed accurately and she’s happy to send along funds for retirement income or other portfolio withdrawals. She joined Vintage with ten years of experience in the investment management business and four years as a paralegal. 
     
    Candace lives in Ann Arbor and has two sons and a grandson.

  • Niki Barnes, FPQP®

    Operations Manager

    Niki Barnes, FPQP®

    Niki Barnes, FPQP® is our Operations Manager at Vintage.  She joined Vintage in 2013 after managing a small service business in downtown Ann Arbor.  She also helps make client’s lives easy by handling paperwork and administrative issues.

    In 2017, Niki earned the Financial Paraplanner Qualified Professional designation after completing a course of study encompassing the financial planning process, the five disciplines of financial planning and general financial planning concepts, terminology and product categories

    Niki attended Eastern Michigan University where she majored in Math and Physics.  She lives in Ann Arbor with her three children.