Broker Check


We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation. 

Brian Oettinger, CFP®, CIMA®

Partner | Financial Advisor

(240) 558-9001

(240) 482-8178

Brian Oettinger is a Partner of Vintage Financial. Vintage prides itself as a premier local firm offering professional guidance in a transparent manner. Brian began his career at Merrill Lynch, but felt conflicted working for large...

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Jordan Kraus CFP®, CDFA®

Partner | Financial Advisor

(240) 558-9002

(240) 482-8178

Jordan Kraus is a Partner of Vintage Financial. Vintage has emerged as a trusted firm of advisors to individuals and corporations looking for independent, objective advice. Jordan has been advising clients in all facets of financial...
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Jason Cohen, CFP®, CIMA®

Partner | Financial Advisor

(240) 558-9003

(240) 482-8178

Jason Cohen is a Partner of Vintage Financial. Vintage strives to provide a positive experience in a complicated world. Jason began his career at Olde Discount Brokerage which was acquired by H&R Block. He was raised to understand the...
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Susan Degen

Financial Advisor

(443) 321-2715

Susan Degen is a financial advisor and has been a member of the Annapolis community for several decades. She plays an essential role in managing the firm's clients in the Anne Arundel Community. She approaches people with full...
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Justin Passarinho

Retirement Plan Services Coordinator

(240) 283-7879

(240) 482-8178

Justin Passarinho is a retirement plan professional at Vintage Financial. Justin has been with the firm since its inception and has moved up the ranks to become an invaluable part of the team. Justin graduated with a Bachelor of...

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Jim Peter

Insurance Specialist



Jim Peter is an equity partner of Vintage Insurance, a subsidiary of Vintage Financial. He prides himself as an educator, working with the firm’s clients to assist them in making decisions pertaining to group benefits, Medicare...

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