Vintage Team

The Team


     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.

Best Practices Award

     And we're not the only ones!  Vintage was recently named a Top Performer in the inaugural Investment News Best Practices Awards for our human capital management.  We were one of six firms in the country selected based on data from the annual Investment News/Moss Adams benchmarking study in which hundreds of firms participated.

Your Advisors

FRANK MOORE, MS, CFP®

Frank Moore founded Vintage Financial Services in 1985 after working in the banking industry and with an investment firm.

He is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association.  Frank currently serves on the NAPFA National Board of Directors as the Treasurer.  Previously he served on the NAPFA Midwest Region board as Treasurer, President and then Chairman.

Frank was 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, 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 to 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 is active in the Ann Arbor community where he has served on boards including the Wild Swan Theater , National Kidney Foundation of Michigan, Briarwood Rotary Foundation, Epsilon Trustee Corporation, and an allocations panel of the Washtenaw United Way. He has also served on the board of directors of DSLT Inc., a holding company for Diamond Crystal Specialty Foods.

He and his wife, Jennifer, live in Ann Arbor and have three children.


TODD PERRY, CFP®, CIMA®

Todd Perry is a Senior Financial Planner at Vintage and is a CERTIFIED FINANCIAL PLANNER Professional™ and a Certified Investment Management Analyst. 

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 joined Vintage in 2005 and he heads the income tax preparation team at Vintage. Todd is a graduate of the Leadership Ann Arbor program and has also been quoted in the Wall Street Journal.

He and his wife, Kristen, live in Brighton and have one child.


JOE HENDERSON, CFP®, CLU

Joe Henderson is a Senior Financial Planner at Vintage and is a CERTIFIED FINANCIAL PLANNER Professional™ and holds the Chartered Life Underwriter designation.

Joe began in the financial services industry in 1993 after graduating from Wayne State University with a B.A. in economics. His career includes positions in Toledo, Ohio, and southeastern Michigan as a financial planner and in a management position where he hired and trained other planners.

Joe lives in Northville with his wife and three children.


JACK MCCLOSKEY, CFP®, RTRP

Jack McCloskey is a Senior Financial Planner at Vintage and 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 is currently working on a Masters of Science degree in Personal Financial 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 as an intern with another fee only wealth management firm in the Kalamazoo area. 

Jack lives in Ypsilanti.


 JAMES BURNS, CFP®, CPA

Jim Burns is a Certified Public Accountant (CPA), a CERTIFIED FINANCIAL PLANNER Professional™ and a Senior Financial Planner at Vintage.  Prior to joining Vintage in 2013 he worked as a financial advisor at Plante Moran Financial Advisors.  He has extensive experience with accounting, tax preparation and wealth management.

Jim is a 2008 graduate of Hillsdale College where he earned a Bachelor of Arts degree in Accounting.  He is a member of the American Institute of Certified Public Accountants.

Jim lives in Plymouth and enjoys coaching high school hockey.

                                                                                                                                                                                                  

DAN GALLAGHER, MBA

Dan Gallagher is a financial planner at Vintage.  Prior to joining Vintage Dan had a 25 year career at Ford where he worked in Product Planning and Strategy.  He has passed the CFP board exam and is currently working to fulfill the experience requirement to become a Certified Financial Planner.

Dan is a graduate of the University of Michigan where he earned a Bachelor of Science in Industrial Engineering and an MBA in Finance.

Dan and his wife, Kathleen, live in Ann Arbor and have two children.

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CANDACE KINSLER

Candace Kinsler is our office manager and handles many of our client service requests. She joined Vintage in 1996 with ten years of experience in an investment management business and four years as a paralegal.

Candace lives in Ann Arbor and has two sons.


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 has returned to Vintage as controller and human resources director.


NIKI BARNES

Niki Barnes is a Senior Administrative Assistant at Vintage.  She joined Vintage in 2013 after managing a small service business in downtown Ann Arbor. 

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

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