Trevor Yochum, CFP®, CIMA®, MBA
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 Vining, RFC ®
Partner, Investment Advisor
770-971-4224
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 Downum
Financial Advisor
770-971-4224
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,...
Lucy Scott
Client Services & Financial Planning Manager
770-971-4224
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...
Odessa Walker
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...
Valarie Ashton
Marketing and Technology Director
770-971-4224
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...