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Our Commitment

At Incompass Financial, 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.

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Trevor Yochum, CFP®, CIMA®, MBA

Financial Advisor & Managing Partner

(770) 971-9141

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, RFC ®

Financial Advisor & Partner

770-971-9141

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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Lucy Scott

Client Services & Financial Planning Manager

770-971-9141

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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Odessa Walker

Client Services Manager

770-971-9141

odessa@incompassfp.com

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...

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Valarie Ashton

Marketing and Technology Director

770-971-9141

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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Britney Yochum

Director of Client Services

770-971-9141

britney@incompassfp.com

Britney Yochum holds a Bachelor's Degree from the University of Georgia and a Master's Degree from Colorado State University. With a decade of experience in the...

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