Vineyard Financial Employee Directory

Financial ServicesIndiana, United States0-1 Employees

Vineyard Financial operates as an independent financial planning firm headquartered in Evansville, Indiana, with additional offices in Jasper and Owensboro. It concentrates on retirement planning strategies and draws on more than 30 years of advisor experience. The firm emphasizes careful planning before investing, using a broad set of financial tools to tailor retirement plans that balance safety and risk. Its independent status and licenses give its advisors latitude to design comprehensive, personalized solutions.

It serves individuals seeking retirement income planning and wealth preservation, including strategies to optimize Social Security benefits as part of the overall plan. Securities and advisory services are offered through USA Financial Securities Corporation, and Vineyard Financial is not affiliated with USA Financial Securities.

Find Vineyard Financial employees' phone numbers or email addresses

Vineyard Financial Global Highlights

Location
Employees

North America
15

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  • United States Of America
    15

Vineyard Financial's Leadership

  • Stylized image of a person
    K. R.
    Chief Operations Officer
    Phone icon
  • Stylized image of a person
    B. F.
    Owner
    Phone icon
  • Stylized image of a person
    D. H.
    Investment Advisor
    Phone icon
  • Stylized image of a person
    D. B.
    Administrative Assistant
    Phone icon
  • Stylized image of a person
    S. B.
    Administrative Assistant
    Phone icon
  • Stylized image of a person
    W. C.
    Financial Advisor
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  • Stylized image of a person
    A. P.
    Phone icon
  • Stylized image of a person
    D. D.
    Phone icon

Vineyard Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Vineyard Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. F.
    Owner
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    K. R.
    Chief Operations Officer
    Phone icon
    UNITED STATES
    Oct 09, 2023
  • Stylized image of a person
    D. H.
    Investment Advisor
    Phone icon
    United StatesOklahoma
    Mar 20, 2024
  • Stylized image of a person
    D. B.
    Administrative Assistant
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    S. B.
    Administrative Assistant
    Phone icon
    UNITED STATES
    Oct 08, 2023
  • Stylized image of a person
    W. C.
    Financial Advisor
    Phone icon
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    A. P.
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    D. D.
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    L. M. H.
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    M. H.
    Phone icon
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is Vineyard Financial known for?

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Vineyard Financial operates in the Financial Services industry. The company's main headquarters is located in 7412 Eagle Crest Boulevard Evansville, Indiana 47715 United States; you can contact the main corporate office by phone at . Explore Vineyard Financial's company overview page for more information.

What is Vineyard Financial's most common email format?

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Vineyard Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Vineyard Financial email formats with LeadIQ.

How many employees does Vineyard Financial have currently?

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Vineyard Financial has approximately 1 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Vineyard Financial's key employees and leadership?

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As of December 2025, Vineyard Financial's key employees include:

  • Chief Operations Officer: K. R.
  • Owner: B. F.
  • Investment Advisor: D. H.
  • Administrative Assistant: D. B.
  • Administrative Assistant: S. B.

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