Broker Check

Our Team

President

Karen Vining, CSA, RFC

President

770-971-9141

770-971-4224

vfs@viningfinancial.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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Associate

Trevor Yochum, MBA, CIMA®️

Associate

678-571-2769

770-971-4224

trevor@viningfinancial.com

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...
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Staff

Lucy Scott

Financial Planning & Client Services Office Manager

770-971-9141

lucy@viningfinancial.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 Presidentandheld positions as a Commercial Lending Officer and...

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Val Ashton

Marketing and Technology Director

770-971-9141

val@viningfinancial.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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