Eric A. Kalkowski,

Principal

Eric Kalkowski is the Principal of Vineyard Wealth Strategies Financial and Insurance Solutions; a conservative and long-term focused financial firm. After finding a passion for economics while studying Management and Entrepreneurship at Western Washington University, he was appointed by New York Life Insurance Company as an Agent and also as a Registered Representative by NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company. With over a decade in the financial services industry, he predominantly focuses on the retirement needs and executive benefits for family-owned or closely-held corporations; wealth strategies and insurance for individuals.

Samantha R. Martinez,

Licensed Service Assistant

Since joining Vineyard Wealth Strategies in 2020, Samantha has been instrumental in maintaining the firm’s operational standards and organizational efficiency. In addition to managing client onboarding and account administration, she plays a key role in compliance oversight and marketing initiatives, ensuring the firm remains aligned with industry requirements and client expectations.

Samantha earned her bachelor’s degree from Fresno State and has held her Life and Health Insurance license since 2021. With expertise in financial services workflows, she contributes to the firm’s growth and stability by providing the structure and consistency that both clients and advisors rely on.