We help develop, implement, and maintain programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our professionals would be glad to help.
The Financial Planning Process extends far beyond investment management. Through a clear and simple process, we develop a path to financial prosperity and navigate you away from often overlooked risk.
Our team is comprised of professionals with a wealth of knowledge and expertise in the financial arena, but we all have this in common--a commitment to ethics, integrity, and high standards. You can count on unbiased recommendations and impartial guidance.
Education is vital to making guided decisions and it is imperative professionals seek to educate and guide. Trey has over 10 years of experience in the industry and earned his CFP® Certification in 2014. In addition to his civilian career, he served for the Arizona Army National Guard for ten years. In addition to his commitment to the Arizona Army National Guard, he is the Chairman of the Board of Military Assistance Mission, a non-profit organization, established to assist veterans and their families of Operation Enduring Freedom and Iraqi Freedom. He has a very strong passion to aid those that served, and are serving.
Kristen Love O’Dell is an enthusiastic Financial Advisor and Insurance Strategist with over 26 years of experience in the areas of Wealth Management, Estate and Succession Planning and comprehensive Insurance Concepts. Kristen and her husband Bobby moved to Arizona from Colorado where she owned her own multi-line consulting agency for over 20 years with a remarkable history of goal achievement and measurable client loyalty. Kristen’s holistic approach to planning is an asset as we expand our business model to include exciting new avenues to serve our treasured clients.
Michael believes in building diversified portfolios based on Modern Portfolio Theory ensuring adequate return for the level of risk taken. Well-constructed multi-asset portfolios have the opportunity to outperform over the long run, with the goal of protecting capital in down markets and participating in up markets. Prior to joining The Vinity Group, he worked in many different roles gaining a breadth of knowledge throughout his career including operations, trading, research and analysis. Michael earned his bachelor’s degree in finance from the University of Nebraska-Lincoln. He is a Chartered Financial Analyst® (CFA®) charterholder and a member of the CFA Institute.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
15333 North Pima Road Suite 305, Scottsdale, Arizona 85260, United States
8:00 am – 5:00 pm
Monday - Friday: 8am - 5pm
Saturday - Sunday: By appointment
Copyright © 2019 The Vinity Group - All Rights Reserved.
Investment advice offered through Vinity Financial Group, a Registered Investment Advisor.
Insurance offered through Vinity Insurance Group. Vinity Financial Group and Vinity Insurance Group are separate entities.
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