Skip to main content
menu
Home
About
Our Team
Our Process
Our Philosophy
What Makes Us Unique
Who We Serve
Services
Financial Planning
Investment Management
Retirement Planning
Business Solutions
Resources
Blog
Financial Calculators
Useful Links
Schedule a Meeting
Account View
Our Team
Louis Wray
Financial Advisor
louis.wray@vinewm.com
Lori Wray
Financial Advisor
lori.wray@vinewm.com
Charles Wray,
CFP®
Financial Advisor
charles.wray@vinewm.com
Pam Eisenbath
Client Service Specialist
Liyin Bao
CFA
Portfolio Manager
Khurram Naveed
CFA
Portfolio Manager
Dave Kaplan
Compliance Manager
Claire Ryterski
Marketing Manager
Leslie Garrison
Chief Operating Officer
© 2024 Vine Wealth Management All rights reserved.