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.

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 Board of Governors and is the President of the board of directors of the Midwest Region.

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, 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 income tax preparation at Vintage. Todd is a graduate of the Leadership Ann Arbor program.

He and his wife, Kristen, live in Ann Arbor.


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

Jack McCloskey joined Vintage as a financial planner in 2011.  He graduated Magna Cum Laude from Western Michigan University where he earned a degree in Finance with a minor in Economics.

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 some excellent experience as an intern with another fee only wealth management firm in the Kalamazoo area. 

Jack passed the Certified Financial Planner (CFP) board exam in 2011 and should earn the designation this year when he completes the experience requirement.  

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 bookkeeper and human resources director.

|  Mindscape