Brad Burwell, co-founder of Vintage Financial Group, has partnered with Patrick Ricketts, President & CFO. Burwell and Ricketts will serve as the officers of Vintage Financial Group and continue in their roles as the primary financial planners. To assist them with client planning, they will utilize the expertise and talents of Mindy Helfrich, who has been with the firm for over two years and has 15 years of industry experience, and Jill Pudenz, who recently joined Vintage Financial Group from another planning firm. Additionally, Tricia Seitelbach-Green has expanded her title to Director of Client Service and Business Development. Seitelbach-Green will provide support to help build client relationships and coordinate all activities pertaining to client service and new business development.
Vintage Financial Group is a comprehensive financial planning firm that has been recognized by the National Association of Board-Certified Practices as one of the top financial advisory firms in Omaha in 2011, 2012 and 2013. In 2014, Vintage was also a “Best of Omaha” winner for Financial Planning. If you have any questions or would like more information about Vintage Financial Group, please contact Brooke Gordon at (402) 932-7233, by email at brooke@vintagefinancialgroup.com, or visit www.vintagefinancialgroup.com.