With Vintage Financial Group, you will never be just a number, and your advisor will never be a name on a statement. We’re proud to be local community members, and our client's best interests are our primary focus.
Our mission is to create and develop long, trusting relationships while building a unique, actionable plan to empower your life, dreams, and legacy.
At Vintage Financial Group, we start with our client's values and vision coupled with strategies to deliver a tailored solution. Our systematic process combines your values, vision, and strategy to make wise decisions and work toward measurable results. We begin by understanding your goals and priorities, gathering all the relevant facts, and analyzing your financial situation. Based on our comprehensive assessment, we develop personalized recommendations and guide you through the implementation of the chosen strategy. Our commitment extends beyond implementation, as we maintain a continuing partnership to adapt your financial plan to changing circumstances. Our goal is to empower you with the knowledge and support needed for long-term financial success.
As advisors, our team's fundamental value of Client Champion drives us to prioritize our clients, strive to exceed their expectations, anticipate their desires, empathize with their challenges, advocate for their best interests, and view each client relationship as a partnership built on trust and collaboration for mutual success.
Our transformative core value is to craft individualized interactions that surpass expectations, leaving a lasting impression of awe and delight through the essence of Personalized Wow Experience, understanding and embracing the uniqueness of each individual we interact with, and creating tailor-made interactions that resonate on a deeply personal level.
Our commitment to Team Adaptability reflects our ability to embrace change as an opportunity for growth, swiftly responding to new challenges, shifting priorities, and emerging trends, allowing us to navigate the ever-evolving landscape with finesse and seize opportunities to innovate and grow.
Our guiding principle of Employee Ownership Mentality emphasizes the belief that individual ownership, responsibility, and commitment to our collective vision lead to unparalleled achievement, instilling accountability and recognizing each team member as a stakeholder invested in the team's success.
Our commitment to Embrace Change extends to our interactions with clients and partners, allowing us to proactively adapt, anticipate trends, tailor solutions, and deliver outstanding service.
Through Community Involvement, we actively give back to the communities that have supported us, engaging in various civic clubs, boards, charitable organizations, and churches, fostering empathy, understanding, and meaningful relationships to build a better future together.
The financial services professionals on our team are highly qualified, competent, and part of a family-oriented, collaborative company culture.
Director of Client Operations
Director of Business Operations
Wealth Manager Assistant
Administrative Coordinator to Mindy Helfrich
New Business Coordinator
Client and Marketing Coordinator
Vintage Financial Group believes in giving back and helping our local community. We are committed to giving back to the communities that have given so much to us. Our team members are involved in numerous civic clubs, boards, charitable organizations, and churches.