Vintage Wealth Advisors has a well-earned reputation of focusing on our client’s needs above all else. For over 20 years we have developed and earned a reputation of focusing on client service and our team is dedicated to guiding our clients to a sound and successful financial future.

 

 

John Cordeiro | CEO & President | Vintage Wealth Advisors
CEO/President

John Cordeiro is the CEO/President of Vintage Wealth Advisors where he provides clients with invaluable financial...

Angela Denna | Wealth Advisor | Vintage Wealth Advisors
COO/Wealth Advisor

Angela “Angie” Denna is the COO and a wealth advisor at Vintage Wealth Advisors where she provides clients with...

James | Director of Investments | Vintage Wealth Advisors
Director of Investment Management

James “Jim” DiMarco is the Director of Investments at Vintage Wealth Advisors where he provides clients with invaluable...

Patrisha | Executive Administrator | Vintage Wealth Advisors
Executive Services Administrator

Patrisha “Patsy” Mason is the Executive Services Administrator at Vintage Wealth Advisors where she is responsible for...

Michelle | Client Services Manager | Vintage Wealth Advisors
Client Services Manager

Michelle joins the Vintage Wealth team as part of her decade long dedication to wealth management and client...

Michael Geitner | Wealth Advisor | Vintage Wealth Advisors
Wealth Advisor

Michael Geitner is a Wealth Advisor at Vintage Wealth Advisors. He primarily handles business client’s retirement plans...

Grant Smith | Wealth Advisor | Vintage Wealth Advisors
Wealth Advisor
Grant C. Smith is a Financial Advisor for Vintage Wealth Advisors in the Napa Valley. Before joining Vintage Wealth...
Sammi | Client Representative | Vintage Wealth Advisors
Client Services Representative

Samantha “Sammi” Sowersby is a Customer Service Representative at Vintage Wealth Advisors. She is responsible for...