Broker Check

Team

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

BOettinger@VintageFP.com

Brian was raised in Olney, Maryland and spent his childhood around various fire stations with his father, the retired fire chief of Montgomery County. When he is not helping his clients solve financial problems, he enjoys cheering on...

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Jordan Kraus CFP®, CDFA®

Partner | Financial Advisor

(240) 558-9002

(240) 482-8178

JKraus@VintageFP.com

Jordan is a native Washingtonian, growing up in Potomac, Maryland. He attended Syracuse University, earning a Bachelor of Arts degree, and went on to obtain his CERTIFIED FINANCIAL PLANNER™ designation from Georgetown University...
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Jason Cohen, CFP®, CIMA®

Partner | Financial Advisor

(240) 558-9003

(240) 482-8178

JSCohen@VintageFP.com

Jason has lived in Maryland for most of his life. He obtained a Bachelor of Business Administration with a concentration in Finance from James Madison University. He obtained his CERTIFIED FINANCIAL PLANNER™ designation from the...

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Beau Mercer CFP®, CDFA®

Partner | Financial Advisor

(240) 283-5599

(240) 482-8178

BMercer@VintageFP.com

Beau brings a wealth of knowledge and experience to Vintage Financial Partners. He obtained a Bachelor of Science degree in Finance and Accounting from Juniata College as well as a Masters of Business Administration from Hood College....

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Susan Degen

Financial Advisor

(443) 321-2715

SDegen@VintageFP.com

Susan Degen has been in the Financial Services industry for over 25 years. She spent 19 years on a trading desk for a Wall Street firm and is now taking a long term financial planning focus with helping her clients prepare for...
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Justin Passarinho

Retirement Plan Services Coordinator

(240) 283-7879

(240) 482-8178

JPassarinho@VintageFP.com

As a retirement plan professional with Vintage Financial Partners, Justin helps bring together subject matter experts and plan sponsors to ensure that plan fiduciaries follow industry best practices. His industry knowledge regarding...
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Jim Peter

Insurance Consultant

240-283-4774

jpeter@vfpins.com

Jim has over 35 years of experience in the insurance industry and has acted as a general agent representing insurance brokers in six states for 22 years. Jim is fully licensed in the Life, Health, Property and Casualty lines and is a...

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Cindy Engle

Director of Operations

(240) 283-7879

(240) 482-8178

CEngle@VintageFP.com

Cindy grew up in Philadelphia and graduated from Millersville University in the fall of 2011. She began her career in the financial services industry in 2012, eventually moving to Maryland the following year. Cindy is fully licensed,...
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Larry Magee

Client Service Associate

240-283-7879

240-482-8178

LMagee@VintageFP.com

Larry has been a Maryland resident his entire life, born and raised on the eastern shore. He has over 35 years of experience in the financial services industry, having worked for several local banks. Additionally, Larry graduated from...
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