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

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

Angela Denna

COO/Wealth Advisor

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

James DiMarco AAMS®

Director of Investment Management

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

Patrisha Mason

Executive Services Administrator

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

Michelle Chen

Client Services Manager

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

Michael Geitner CFP®

Director of Financial Planning
Michael is a CFP® professional, A CERTIFIED FINANCIAL PLANNER™ is a formal recognition of experience in the areas of...

Grant Smith CPFA®

Wealth Advisor
Grant C. Smith is a Financial Advisor for Vintage Wealth Advisors in the Napa Valley. Before joining Vintage Wealth...

Sammi Sowersby

Client Services Representative

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

Chris Harris CRPC®

Wealth Advisor
Chris Harris is a Wealth Advisor for Vintage Wealth Advisors with a focus on portfolio management. Prior to his start at...