Integrated Financial Strategies

For You, Your Family, & Your Business
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Your Financial Health. Our Team Of Professionals.

AN EXCELLENT PAIRING.

Vineyard Financial Partners help create a sense of confidence and financial well-being for you, your family, and your business. With our suite of financial services and dedicated team by your side, we will help you plan and pursue your financial goals and dreams.
At Vineyard Financial, we take an integrated approach to your future. By looking at your whole financial portfolio, including outcome planning, we determine a comprehensive course of action for you as a cohesive unit.

Our Team

Vineyard Financial Partners prides itself on its down-to-earth and amicable approach. However, that doesn’t mean you won’t find exceptional professionalism and refinement. Our group knows how to speak to clients about sophisticated financial services in easy-to-understand language. What sets us apart from the pack is our deep compassion and devotion to acting honorably and striving to ensure our clients receive only the best advice and service.

Your Team

Scott Brumley, CPA

Darcy Ridge

Samantha Paul

Ken Lake, Jr., MBA, ChFC®

Chris Gaddis, MBA

Bella

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Scott Brumley, CPA

Scott has owned a CPA firm for 37 years. He says, “You must constantly learn in this industry to give your clients the best advice. Not a month goes by that I do not learn something new, and this has allowed me to accumulate a vast wealth of knowledge and experience over the past decades”
Scott has served on the boards of the Huntersville Chamber of Commerce and Charlotte Mecklenburg Scholastic Chess Association. He also performed the duties as treasurer of the North Carolina Junior Olympic Wrestling Association, North Meck Soccer Club, and numerous PTAs and Booster Clubs. Additionally, Scott served as the webster for the 2000 National High School Chess Championship. Scott also was the Chairperson of Finance and Stewardship at his church.
An early adopter of technology, Scott was featured in a PC Magazine article in the 1980s about a tax software program he wrote. Additionally, he developed a community website in the 1990s that was recognized as a top-25 internet community website in the country by the National Center for Supercomputing Applications.
Scott enjoys traveling to foreign countries and experiencing new cuisines and cultures. But mostly, he takes pleasure in visiting his six adult children and ten grandchildren who live in various states.
Investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member SIPC, 600 Dresher Road, Horsham, PA 19044. 800-873-7637, www.htk.com. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. Vineyard Financial Partners is unaffiliated with HTK. HTK does not offer tax or legal advice. Always consult a qualified adviser regarding your individual circumstances.

Darcy Ridge

After graduating in 2002 from the University of North Carolina in Chapel Hill, Darcy worked in the insurance industry before cofounding Vineyard Financial Partners, an integrated approach to financial planning.
Darcy’s passion is working with young couples, small business owners, and clients approaching retirement. She enjoys helping them preserve their assets, maximize their cash flow, and pursue financial independence throughout their retirement years.
Darcy holds licenses in health insurance, life insurance, and has successfully passed her Series 65 examination.
When she’s not helping clients with insurance and financial planning, she enjoys spending time with her husband and two sons boating on Lake Norman.”
Investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member SIPC, 600 Dresher Road, Horsham, PA 19044. 800-873-7637, www.htk.com. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. Vineyard Financial Partners is unaffiliated with HTK. HTK does not offer tax or legal advice. Always consult a qualified adviser regarding your individual circumstances.