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Vintage Financial Partners Welcomes New Director of Operations

Vintage Financial Partners Welcomes New Director of Operations

| January 22, 2024

FOR IMMEDIATE RELEASE

Vintage Financial Partners Welcomes New Director of Operations, Anna Squier

Rockville, Maryland, January 2nd, 2024 – Vintage Financial Partners, a distinguished financial planning firm, is thrilled to announce the appointment of Anna Squier as the new Director of Operations. With her extensive experience and proven track record in the real estate industry, Anna brings a wealth of knowledge and expertise to the Vintage team.

Her tenure marks Anna's career as a Director of Business Operations in the real estate sector, where she excelled in driving operational excellence across various organizations. Known for her strategic problem-solving skills, Anna has consistently tackled complex challenges, demonstrating her ability to enhance efficiency and profitability in demanding business environments.

Her robust project management and financial analysis background sets her apart as a leader adept at optimizing processes. Anna's approach is deeply rooted in her passion for strategic planning, ensuring that every decision and action aligns seamlessly with the company's goals.

At Vintage Financial Partners, Anna will be instrumental in steering the operational aspects of the firm, enhancing internal processes, and contributing to the firm's growth and success. Her role will be pivotal in maintaining the firm's commitment to delivering exceptional service to its clients.

"We are excited to welcome Anna Squier to our team," said Jordan Kraus, Equity Partner of Vintage Financial Partners. "Her impressive track record and deep understanding of operational excellence align perfectly with our mission. We are confident that her leadership will be invaluable in our continued pursuit of excellence in serving our clients."

Anna commented, "Joining Vintage Financial Partners is a significant step in my career. I am eager to apply my experience in streamlining operations and driving strategic initiatives to support the firm's growth. I look forward to contributing to the team and helping our clients achieve their financial goals."

For more information about Vintage Financial Partners and its services, please visit www.vintagefinancialpartners.com or contact 240-283-7879.

About Vintage Financial Partners: The professionals at Vintage offer comprehensive financial planning and investment strategies. We work with our clients to guide them in making informed financial decisions to positively impact their lives and the world in which they live. Our team works with clients from different backgrounds, including families, business owners, and individuals comprising over half a billion dollars in assets under management. We believe that all aspects of your life, including your financial life, can be aligned with your values.

About LPL Financial: LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor. Today, LPL is a leader in their markets*, including more than 22,000 financial advisors. LPL believes that advisors should have the freedom to choose the business model, services, and technology they need and to manage their client relationships. LPL takes care of their advisors so they can take care of their clients.

Media Contact: Please get in touch with our Vintage Financial Partners office at 240.283.7879 or Taylor@VintageFP.com if you want to learn more about how we can serve your financial well-being.