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 an integral part of our team, providing thoughtful support and fostering strong client relationships. Her attention to detail and proactive approach ensure that every client’s needs are met with care and efficiency. With a foundation in customer service, Samantha is dedicated to delivering a smooth and seamless experience for all administrative matters.