Your Team

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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Who You Will Be Working With

Trevor Yochum, CFP^®, CIMA^®, MBA

Financial Advisor & Managing Partner

Suzanne Doyle

Client Services Manager

Angie Bohanan

Client Services Manager

Karen Vining

Chairman Emeritus

Britney Yochum

Director of Operations

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If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

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