Focused
Collaboration
integr8 is a financial planning process that navigates the path between professional advice and practical application.
Take the TRAIL Less Traveled
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Tax Group
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Risk Management Group
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Asset Management Group
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Insurance Group
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Legacy Group
Every Journey Begins with the First Step
Our philosophy at integr8 Plans is that our responsibility to clients and ourselves goes beyond a transactional relationship. We believe the best approach to financial and professional planning requires an active integration of specialists who are all cohesively focused on our client’s goals, protection and financial success.
Many individuals have a trusted financial advisor, an attorney, an insurance agent and an accountant. But, are all of those professionals working together for the client’s common goal and with the client’s best interests in mind? Are there potential gaps between the professions that could result in unintended but impactful mistakes? It was specifically that challenge that inspired the creation of integr8, our proprietary process that blends and refines our client’s total financial plan.
The integr8 Process brings tremendous value by utilizing strategies designed to reduce financial blind spots, navigate confusing professional landscapes, remove redundancy and reduce overall stress for the client. The result is the comfort of knowing that the client’s entire financial plan is unified.
Only you can tell us where you are now and where you want to be in the future. The initial information exchange will establish your financial picture and family demographic, giving you the opportunity to communicate your goals, objectives and fears. Getting to know you is the first step in Integrated Planning, education will come later. Giving advice without all of the facts would be like selling a car without a steering wheel.
During this stage of Data Collection we will request certain information necessary to properly evaluate the preparation and protection you already have in place. It is noteworthy how many clients are surprised to find out their interpretation of a plan, whether legal or financial, is much different than the reality.
During this step the documents, data and points of discovery are both dissected into a profile for each professional group of integr8 but also assembled into an interwoven snapshot where the individual professions would intersect within the overall plan. It is at this stage that the Big Picture is formed and any initial threats are identified.
Upon receiving your current profile and your intended target, each Professional Group of integr8 will be consulted in their specific area of expertise. The result is an analysis of the efficiency of the steps you have already taken, a detailed explanation of any potential danger and an unbiased, suggested course of action. The benefit of this approach gives each Individual Group access to the planning of all of the other Professional Groups, thus integrating the overall plan.
Once the findings and advice are received from each of integr8's Groups, the next stage of mapping and design begins! Your Advisor will deliver the analysis, counsel and action steps from each Group. The entire Statement of integr8 will be a client-centric, clearly-defined strategy designed to avoid financial blindspots and integrate secular lines.
Once the action steps of the plan have been prioritized, integr8's support system will take much of the work off of your shoulders. Your Advisor will systematically engage each pertinent Group and/or your preferred Professionals to implement the strategy defined in the integr8 Statement of Work. The accurate completion of each area of your plan will be overseen by your Team.
We believe that the completion of your integr8 Process will bring a sense of satisfaction and confidence that every step you have taken was an investment for both you and your loved ones. We also cannot know where we are going if we do not know where we have been. Integr8's standard of confidential record-keeping and dedication to detail are essential to the ongoing success of each client's integr8 Process.
Revisit. Review. Regroup. The completion of the integr8 Process is not the end, it is the beginning of professional relationship that will require ongoing attention, education and responsiveness. Our responsibilities are not only to you, but also to the Plan that you entrusted with us and the future generations you have worked so hard for. Our goal is to support your Legacy.
Meet the Team
Diversified Experience is Our Strength.
Trey Vineyard, CFP®
Trey Vineyard, CFP®
Founder | Wealth Strategist | Advisor
Trey guides clients through comprehensive financial and business planning with nearly 20 years of industry experience and the discipline and leadership instilled through his service as an Army veteran. He believes education is essential to sound decision-making and is committed to helping clients understand their options so they can move forward with confidence and clarity.
Trey holds a bachelor’s degree in Accounting from the University of Arizona and earned his CERTIFIED FINANCIAL PLANNER™ designation in 2014. He remains dedicated to ongoing professional development to stay current in an ever-changing financial landscape.
Trey proudly served for 10 years with the Arizona Army National Guard as a Ranger Qualified Infantry Officer. Giving back to those who have served—and continue to serve—is a core passion of his.
Outside of work, Trey’s greatest priority is his family. He and his wife are raising two daughters and enjoy spending time together, staying active, and creating meaningful family memories. His role as a husband and father reinforces his belief in long-term planning, stewardship, and building a strong foundation for future generations.
Trey guides clients through comprehensive financial and business planning with nearly 20 years of industry experience and the discipline and leadership instilled through his service as an Army veteran. He believes education is essential to sound decision-making and is committed to helping clients understand their options so they can move forward with confidence and clarity.
Trey holds a bachelor’s degree in Accounting from the University of Arizona and earned his CERTIFIED FINANCIAL PLANNER™ designation in 2014. He remains dedicated to ongoing professional development to stay current in an ever-changing financial landscape.
Trey proudly served for 10 years with the Arizona Army National Guard as a Ranger Qualified Infantry Officer. Giving back to those who have served—and continue to serve—is a core passion of his.
Outside of work, Trey’s greatest priority is his family. He and his wife are raising two daughters and enjoy spending time together, staying active, and creating meaningful family memories. His role as a husband and father reinforces his belief in long-term planning, stewardship, and building a strong foundation for future generations.
Kristen O'Dell
Kristen O'Dell
Director of Integration
Kristen O’Dell is a financial professional 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 integr8 Plans, 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 integr8 Plans’ clients provides a familiar and trusted point of communication.
Kristen O’Dell is a financial professional 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 integr8 Plans, 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 integr8 Plans’ clients provides a familiar and trusted point of communication.
Charity Roth
Charity Roth
Director of Risk Management Group
With more than 25 years of experience in the insurance industry, Charity brings extensive expertise across personal, commercial, life, and financial insurance solutions. Her career spans a broad range of roles, including client service, sales production, agency ownership, regional training, and internal underwriting—providing her with a comprehensive, well-rounded understanding of the insurance landscape.
Charity’s firsthand experience balancing exceptional client care with the operational realities of agency ownership and sustainable growth allows her to anticipate and adapt to clients’ evolving needs. She is committed to delivering clear guidance, customized solutions, and ongoing support, helping clients feel confident, informed, and well-protected in an ever-changing environment.
With more than 25 years of experience in the insurance industry, Charity brings extensive expertise across personal, commercial, life, and financial insurance solutions. Her career spans a broad range of roles, including client service, sales production, agency ownership, regional training, and internal underwriting—providing her with a comprehensive, well-rounded understanding of the insurance landscape.
Charity’s firsthand experience balancing exceptional client care with the operational realities of agency ownership and sustainable growth allows her to anticipate and adapt to clients’ evolving needs. She is committed to delivering clear guidance, customized solutions, and ongoing support, helping clients feel confident, informed, and well-protected in an ever-changing environment.
Keira Drew
Keira Drew
Client Support Manager
Keira serves as Client Support Manager, playing a vital role in ensuring the firm operates efficiently while delivering a seamless client experience. With a strong background in operations and process optimization, she focuses on improving workflows, maintaining high service standards, and supporting both clients and advisors with accuracy and care. Her attention to detail and commitment to efficiency help ensure every client interaction is handled thoughtfully and professionally.
Outside of the office, Keira is married and excitedly preparing for the arrival of her first child. This meaningful new chapter has further strengthened her appreciation for planning, organization, and building a strong foundation—values she brings to both her personal life and her work.