4994 Lower Roswell Road
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...
Trevor holds a Bachelor’s Degree in Finance from The University of Georgia, and a Master’s Degree of Business Administration from Colorado State University. In 2018, Trevor was awarded the Certified Investment Management...
Financial Planning & Client Services Office 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 Presidentandheld positions as a Commercial Lending Officer and...
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...