Incompass Financial Partners, LLC

Karen Vining is a financial advisor with Incompass Financial Partners, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has worked at firms including Triad Advisors, Inc. and Wealth & Pension Services Group, Inc. Outside of advisory work, she is active in insurance sales as an insurance agent. Incompass Financial Partners provides investment advisory and financial planning services to individuals and high-net-worth clients, offering discretionary and non-discretionary portfolio management alongside consulting on risk assessment, estate planning, and financial organization. The firm employs a tailored investment approach using asset allocation, dollar-cost averaging, and technical analysis, and serves clients through a combination of in-house management, TAMPs, and third-party money managers.

Lucy Scott is a financial advisor with Incompass Financial Partners, LLC, holding a Series 66 designation and over 25 years of industry experience. Her prior roles include positions at Osaic Wealth, Inc., Triad Advisors, and Vining Financial Services. Scott is also a notary public in Cobb County, GA. Incompass Financial Partners provides investment advisory and financial planning services to individuals and high-net-worth clients, offering discretionary and non-discretionary portfolio management alongside consulting on risk assessment, estate planning, and financial organization. The firm employs tailored strategies based on client objectives and risk tolerance, utilizing a combination of in-house management, Turnkey Asset Management Programs, and third-party managers.

Trevor Yochum is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently with Incompass Financial Partners, LLC, where he serves as Managing Principal and Investment Advisor Representative. His prior experience includes roles at Osaic Wealth, Inc. and Triad Advisors. Incompass Financial Partners provides investment advisory and financial planning services to individuals and high-net-worth clients, offering both discretionary and non-discretionary portfolio management. The firm employs a tailored approach that incorporates asset allocation, dollar-cost averaging, and technical analysis, and supports client accounts with ongoing reviews and written reporting.