Meet your financial architects

You’ll work directly with the people building your plan. Together, we bring decades of combined experience to every relationship.

Trey Vineyard, CFP®

Founder | Partner | Financial Advisor

Trey guides clients through financial and business planning as a financial architect—bringing nearly two decades of industry experience and the discipline of an Army veteran to every strategy he builds. He believes education is the foundation of intentional decisions, and that it’s on professionals like him to educate and lead, not simply advise.

Trey holds a bachelor’s degree in accounting from the University of Arizona and earned his CERTIFIED FINANCIAL PLANNER™ certification in 2014, continuing to further his industry education ever since. His approach centers on designing fully integrated financial strategies—synchronizing money, goals, and life so clients can move forward with certainty and conviction, building something meant to last.

Trey served with the Arizona Army National Guard for 10 years. Alongside that commitment, he serves on the Board Emeritus of the Military Assistance Mission, a nonprofit established to assist veterans and their families from Operation Enduring Freedom and Iraqi Freedom. His passion for serving those who served runs deep, and it shapes the same relentless alignment he brings to his clients’ financial lives.

Outside the office, Trey’s greatest joy is time with his wife and their two girls. Travel is a family passion—especially trips to Austria, where his wife’s family roots run deep, giving the VINITY philosophy of building a lasting heritage a very personal meaning for Trey.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Kris Maxwell, CFP®

Partner | Financial Advisor

Kris Maxwell brings more than two decades of financial-services experience to his role as a Partner at VINITY Private Client Group. After beginning his career in banking, he joined Fidelity Investments before moving to TD Asset Management in Vancouver. As a Regional Vice President, Kris worked closely with financial advisors on portfolio construction, practice management, and enhancing the client experience. He also developed lasting relationships with portfolio-management teams across a broad range of investment disciplines.

This experience gave Kris a unique perspective on the financial-services industry and shaped his belief that effective planning starts with understanding each client’s goals, priorities, and vision for the future.

Kris earned a Bachelor of Business Administration with concentrations in finance and accounting from the University of New Brunswick. He later earned his CFP® certification and education through the Boston Institute of Finance at Bryant University.

After purchasing a home in Gilbert in 2011, Kris and his family developed a lasting connection to the desert and eventually made the community their permanent home. Outside the office, he coaches youth basketball, serves on his HOA board, and has twice completed the Vancouver-to-Seattle Ride to Conquer Cancer. He enjoys boating, skiing, fitness, traveling, exploring new places, and spending time with his wife and two children.

Michael Friedman, CFA

Firm Chief Investment Officer

Michael serves as the Firm Chief Investment Officer of VINITY and Head of the Investment Committee at Touchstone Wealth. In this role, he directs the development, implementation, and ongoing management of the firm’s investment strategies. He is also responsible for developing the firm’s broader investment services offering, delivering tailored and consultative investment solutions.

Previously, Michael was the CIO an Arizona-based registered investment adviser. In that role, he successfully built the firm’s asset management division and oversaw asset allocation and security selection decisions.

Michael began his career as an analyst at a national bank in Omaha, focusing on investment research and multi-asset portfolio analysis. He earned a bachelor’s degree in finance from the University of Nebraska-Lincoln. Michael is a CFA® charterholder and a member of the CFA Institute.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Kristen O'Dell

Director of Integration

Kristen O’Dell is a plan protection 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.

Paul Johns

Financial Advisor

Paul Johns brings nearly 20 years of industry experience to his work as a financial advisor at VINITY, where he applies disciplined, intentional thinking to managing client assets. He believes deeply in VINITY’s philosophy of synchronized thinking—building fully integrated investment strategies that give clients certainty and conviction, rather than a scattered collection of holdings managed in isolation.

Paul’s approach centers on making sure a client’s portfolio, risk tolerance, and long-term goals move together as one coordinated system. He’s driven by the belief that thoughtful asset management removes uncertainty and inefficiency, giving clients the confidence to let their money work with purpose rather than worry over it.

Paul’s greatest joy is traveling internationally with his son, Hudson. Their shared love of exploring the world reflects the same discipline and long-range thinking Paul brings to managing his clients’ portfolios—always building toward something durable.

Lizzie Tkach

Client Experience Specialist

Lizzie supports the VINITY team across investment management, insurance, financial planning, estate planning coordination, and P&C risk management, helping the firm operate smoothly so every team member can focus on serving clients well. She believes strong communication is at the center of good operations, and works to keep information, schedules, and workflows connected across the team.

Lizzie holds a bachelor’s degree in communications from Grand Canyon University. Originally from North Dakota, Lizzie has called Phoenix home since 2022. She loves surrounding herself with friends and family, whether that’s enjoying outdoor activities together, hosting dinners and get-togethers, or finding new things to do around Phoenix. What drew her to VINITY was the team itself, and she values being part of a culture built on collaboration and support.

Teig Hauer, CFP®

Director of Financial Planning

Teig Hauer, CFP®, is the Financial Planning Director, where he works closely with clients and advisors to develop comprehensive financial plans designed to help clients make informed decisions and pursue their long-term goals.

Teig takes an analytical, detail-oriented approach to financial planning, with a particular focus on understanding how the various pieces of a client’s financial life work together. His work encompasses retirement planning, investment strategy, tax planning, insurance and risk management, education funding, and other complex financial decisions. He believes effective planning is not simply about creating a plan on paper, but about helping clients understand their options and make confident decisions as their circumstances evolve.

Teig earned his Finance degree from Arizona State University’s W. P. Carey School of Business and holds the CERTIFIED FINANCIAL PLANNER™ certification. He began his career in the financial services industry in 2018 and has developed his experience across financial planning, investment, and insurance strategies.
Outside of work, Teig enjoys spending time with his wife, being on the golf course, following the markets, and cheering on his Sun Devils. He is based in the Phoenix area.

Jake Strachan

Financial Professional

Jake partners with clients to design financial strategies that are intentional, coordinated, and built to last. He believes the best financial decisions come from understanding rather than pressure — his role is to educate and guide, so clients can move forward with clarity and confidence.

A Salinas native, Jake grew up in and around the Salinas Valley’s agricultural community, giving him a firsthand understanding of the families and businesses that power one of the country’s most important farming regions. That background shapes how he works: practically, relationally, and with a long-term view. Jake earned his bachelor’s degree from the University of Arizona. He built his foundation in retirement-focused planning, helping individuals and families prepare for and navigate their retirement years.

Jake is driven to serve the community he comes from, helping driven builders in agriculture and beyond create financial lives that support both today and the generations who follow. Outside of work, Jake stays active through hiking, golf, and a commitment to health and fitness. He’s also an avid traveler, always up for exploring somewhere new. Whether on the trail, the course, or the road, he brings the same energy and intentionality to his personal life that he brings to his clients.

Insurance Licenses

Our office is licensed to sell insurance products in the following states:

AZ, CA, CO, FL, NC, OR, PA, TX, UT, WA

Trey Vineyard
CA insurance License # 0H75501
Domiciled in AZ

Jake Strachan
CA insurance License #4446310
Domiciled in AZ

Security Licenses

Our office is licensed to sell securities in the following states:

AZ, CA, FL, ID, KS, MO, NE NV, NY, OR, SC, TX, WA

We cannot communicate with, nor respond to, requests from customers who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.