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ABOUT OUR COMPANY
Providing professional & personalized financial and accounting services to the senior community through:
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Direct support to senior clients
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Working closely with professional advisors
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Coordination with nonprofit senior service agencies
We focus on supporting seniors and their advocates by:
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Providing accurate, affordable accounting services
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Respecting every client and situation
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Personalizing one-on-one services
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Working with local & out-of-town family members
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Visiting clients at home
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Serving Southwest PA
Roberta J. Lasto, CPA
Roberta J. Lasto, CPA, has worked as a sole proprietor providing services to seniors since 2010, before forming Vintage Financial Care, LLC. Bobbi has been a CPA for over 35 years serving as controller for two multi-million dollar corporations and auditor for a national CPA firm before starting her own practice. She a graduate of Indiana University of Pennsylvania with an emphasis on accounting and social work. Combined with her personal experience in working with the senior population, it adds up to experience you can count on.
Tara J. Simmons
Tara J. Simmons spent over 20 years managing finance & operations for nonprofit organizations in SWPA. Prior to joining Vintage Financial Care, Tara served as Chief Operating Officer for 12 years, and has also directed client services and managed technology projects for local agencies. Tara is a member of the American Association of Daily Money Managers. She strives to build caring and insightful relationships with clients, allowing her to effectively assist seniors and their families with all of their daily money management needs.
