4994 Lower Roswell Rd, Ste 4
Continually striving to provide an experience
centered around our clients.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
Our client-centered culture helps you address your needs of today and for many years to come. We are confident that with our understanding of personal finance, coupled with our experience as financial professionals, we can help people better prepare for the future.
After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
We look forward to working with you.
Partner, Investment Advisor
Trevor understands the importance of working through an independent advisory firm to offer a truly conflict-free and unbiased environment for his clients. Trevor strives to be a complete resource to all aspects of his client’s...
Karen graduated with a degree from Oglethorpe University in 1972. She has been in the financial services business for over 30 years and started Vining Financial Service, Inc. in 1996. The financial planning process can be complicated...
Associate Financial Professional
Austin graduated from the University of Georgia in 2021, where he received a bachelor’s degree in Finance with Summa Cum Laude honors. While at UGA, he spent three and a half years as a student manager for the UGA football team,...
Client Services & Financial Planning Manager
Lucy graduated from Clemson University with a BA in Economics. After graduation, she worked for C&S National Bank (Bank of America) for 8 years. She was an Assistant Vice President and held positions as a Commercial Lending Officer and...
Marketing and Technology Director
Born and raised in Ontario, Canada, Val relocated to Marietta, Georgia in 1996 through a company transfer with Canada Life Insurance. In her 22 year career, she held various positions in Computer Programming with the last 12 years as a...
Client Services Manager
Born and raised in update New York, Odessa claims her southern roots from her Mother's side of the family and moved to Georgia in 1978. She worked as an Academic Records Specialist in Emory University's Registrar's Office for 20+ years...