Karen graduated with a degree from Oglethorpe University in 1972. She has been in the financial services business for over 35 years and started Vining Financial Service, Inc. in 1996 and was rebranded to Incompass Financial Partners, LLC. in 2020.
The financial planning process can be complicated and overwhelming for many people. Karen is passionate in educating each client and is committed to helping each person reach the level of understanding that they need.
Karen is a Registered Financial Consultant (RFC®) as well as a member of Financial Services Institute (FSI). She is a 9 year Five Star Wealth Manager award winner. Karen holds various industry licenses and registrations including FINRA, series 7, 24, 63, 65 as well as Georgia insurance licenses for Life, Health, Disability, Variable Annuities, and Variable Universal Life. Karen is securities licensed in multiple states.
Karen is involved in her community and the Catholic Church of St. Ann, where she has been a parishioner for over 35 years. She has served on the church's financial Committee, as well as previous involvement with the St. Ann Life Teen program and past member of the Parent 4 Life Teen Board. Karen has been a member of the East Cobb YMCA for over 25 years and a past YMCA board member. Karen is a past board member at Aloha to Aging, Inc. which serves our senior community and has positively impacted over 2,000 families to better understand and respond to the ever-changing needs associated with caring for an aging person.
Five Star Award candidates are evaluated against 10 objective eligibility and evaluation criteria such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history.