Broker Check

Our Commitment

Continually striving to provide an experience

centered around our clients.

At our firm, we have the client—and only the client—in mind.

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.

Trevor Yochum, MBA, CIMA®

Partner, Investment Advisor

(678) 571-2769

trevor@incompassfp.com

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...

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Karen Vining

Partner, Investment Advisor

770-971-9141

770-971-4224

Karen@incompassfp.com

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...

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Odessa Walker

Office Manager

706-705-6161

odessa@incompassfp.com

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...

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Lucy Scott

Client Services & Financial Planning Manager

770-971-9141

770-971-4224

Lucy@incompassfp.com

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...

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Valarie Ashton

Marketing and Technology Director

770-971-9141

770-971-4224

val@incompassfp.com

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...

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