4994 Lower Roswell Rd, Ste 4,
At Incompass Financial Partners, our dedicated team is passionately committed to helping you navigate the complexities of financial planning and achieving your long-term goals. With a diverse group of experienced professionals by your side, we strive to provide personalized guidance and tailored solutions that empower you to build a secure and prosperous future.
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...
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...
Client Services Manager
Born and raised in upstate 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...
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...
Director of Client Services
Take The Complexity Out Of Your Financial Life.
Schedule a no-cost meeting with one of our advisors and start building a comprehensive plan that truly supports your goals.