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.
In his free time, Eric is an avid sailor who enjoys spending time on his family’s sailboat in Morro Bay, California. He’s also a lifelong fly fisherman, skier, and golfer. One of his favorite ways to unwind is listening to music in the kitchen while cooking for friends and family. He and his family love to travel, both internationally and throughout the United States.
Samantha R. Martinez,
Licensed Operations Manager
Since joining Vineyard Wealth Strategies in 2020, Samantha has been instrumental in upholding the firm’s operational standards and enhancing overall 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.
Outside of work, Samantha enjoys staying active, playing tennis with local teams and attending clinics. She likes spending time on the coast when she can, visiting friends or camping with family. In her downtime, she enjoys rewatching her favorite movies and shows. During the winter, she’s been learning to ski at China Peak.