VINITY’s Greatest Assets are the Extremely Talented Professionals Who Exemplify Our Vision.
Trey Vineyard, CFP® Founder | CEO | Financial Advisor
Trey guides clients through financial and business planning with more than 15 years of industry experience and the confidence of an Army veteran. He believes education is vital to making guided decisions and it is imperative professionals seek to educate and guide.
Trey has a bachelor’s degree in accounting from the University of Arizona. He earned his CERTIFIED FINANCIAL PLANNER™ certification in 2014 and continues to further his industry education.
Trey served with the Arizona Army National Guard for 10 years. In addition to his commitment to the Guard, he serves on the Board of Military Assistance Mission, a nonprofit organization established to assist veterans and their families of Operation Enduring Freedom and Iraqi Freedom. He has a very strong passion to aid those who served and are serving.
Michael Friedman, CFA Chief Investment Officer
Michael Friedman, CFA
Chief Investment Officer
Michael serves as the Chief Investment Officer and the director of VINITY’s internal, dedicated asset management team. Michael’s education and broad experience demonstrate his success in crafting solutions for investment committees and individuals alike, acting with prudence and exercising independent judgment throughout the investment decision making process.
Michael’s meticulous, thoughtful and methodical approach is evidence of his commitment to our clients and to maintaining the integrity of the investment profession. Michael’s approach to portfolio construction is supported by multi-scenario theoretical testing and consideration of both focused and large-scale outcomes. Our strong belief in Michael’s oversight and disciplined approach brings excitement and confidence that the trust our clients' place in us will be validated both now and far into the future, not only for them but for their generations to come.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Kristen O’Dell Director of Business Development
Kristen O’Dell
Director of Business Development
Kristen O’Dell is a financial advisor and insurance strategist specializing in the areas of estate and succession planning and complex insurance concepts. Kristen’s career in risk management and estate planning began in the early '90s, culminating in a thriving business where education and guidance were the cornerstones of the client relationship.
Kristen brings these same principles to Vinity, and with a broad experience base across many professional lines, she has insight into the active integration of specialized planning. Kristen’s substantial background in multi-line insurance, legal, financial advice and business administration has given her a unique view of how each professional service can either solidly support or inadvertently supplant a well-built financial plan.
Kristen’s Ambassadorship on behalf of Vinity’s clients provides a familiar and trusted point of communication.
Kate Kyle Director of Risk Management
Kate Kyle
Director of Risk Management
Kate is a dynamic and accomplished leader with an extensive background in risk management, protection portfolios and advanced insurance strategies. Kate’s history of mentorship, development and innovative resource management have earned her a cache of industry recognition too numerous to list.
Kate’s primary motivation within the industry is to provide education and guidance to her clients, empowering them to confidently enact the professional advice she imparts, protecting them and their future. This impressive portrait is what drove us to seek out Kate and specifically request her to be an integral part of our future as well.
With Kate at the helm, we are positive that our risk management group and the alliance we have with many well-known institutions will provide our clients with vital sophisticated solutions, impeccable service and a team of varied professionals dedicated to our clients’ success.
Jenna Bailey Estate Planning & Business Law Attorney
Jenna Bailey
Estate Planning & Business Law Attorney
Jenna C. Baily is a Principal of Vinity Legacy Group and the firm's lead attorney. Jenna graduated Magna Cum Laude from California Western School of Law in 2011. In law school, she was a senior editor of law review and earned eight American Jurisprudence awards. After law school, Jenna returned to her home state of Arizona where she has been practicing ever since.
As a practitioner, Jenna focuses in the areas of business law and estate planning, handling both transactional and litigation. Her ability to handle both makes her uniquely qualified to help clients. Jenna has litigated cases in Arizona for over a decade and has handled over 35 jury trials as well as hundreds and hundreds of depositions and court appearances. This real-world litigation experience allows her to understand how situations and contract provisions play out in real life. In other words, she knows how to draft documents that can avoid litigation and strengthen her clients' position in the event a dispute arises.
Jenna is experienced in helping everyone get their estate plan in order -- from single individuals with few assets to multi-millionaires to young families to retired folks to business owners. She believes everyone has something or someone to protect. Jenna enjoys learning about her clients' objectives and drafting documents that reflect the same.
Jenna is an entrepreneur and has a Master's in Business Administration from the University of Arizona. She understands the unique perspective of business owners and is passionate about ensuring they have their legal documents in order so they can focus on what they do best. Jenna believes small business is the backbone of our society and thoroughly enjoys working with fellow entrepreneurs.
Tiffany Moerke Client Enrichment Manager
Tiffany Moerke
Client Enrichment Manager
Elijah De Leon Insurance Advisor
Elijah De Leon
Insurance Advisor
Paul Johns Financial Advisor
Paul Johns
Financial Advisor
