kristen l. vine
financial professional/principal
Kristen L. Vine is the Principal of Vine Financial and brings over a decade of experience in the insurance and financial services industry. Specializing in financial strategies, business succession planning, estate planning, insurance design, and retirement income, Kristen is dedicated to helping her clients navigate complex financial decisions with confidence. Her clients value her expertise, integrity, and unwavering commitment to their financial well-being. Kristen’s goal is to empower individuals, families, and businesses to achieve financial security and enhance their quality of life. She takes great pride in guiding her clients toward reaching their financial goals and addressing their unique needs.
A resident of Narragansett, Rhode Island, Kristen enjoys spending time with her husband, Tom, and their two sons, Thomas and Bennett. While she devotes much of her professional life to the firm and her clients, Kristen also finds joy in relaxing at local beaches, practicing yoga, and cherishing family time.
amanda l. rego
agent
Amanda provides tailored financial strategies to business owners, families, and individuals, helping them protect their assets and achieve their long-term financial goals. She is responsible for conducting thorough and accurate assessments of each client's financial situation, identifying opportunities, and delivering solutions that align with their unique needs. Amanda plays a crucial role in fostering strong, lasting relationships with clients, ensuring their financial objectives are met. She also collaborates with both internal and external partners to effectively support client goals and enhance overall service.
A resident of Providence, Rhode Island, Amanda lives with her wife, Caitlin, and their daughter, Ellie. Outside of work, Amanda and her family enjoy exploring the vibrant city of Providence and all it has to offer. Her commitment to family, community, and service excellence is reflected in her approach to client relationships, where trust, reliability, and a personal touch are always at the forefront.
matthew j. medeiros
office manager
Matthew serves as the Office Manager for the firm, overseeing the smooth operation of daily business activities and ensuring clients receive the services they need, when they need them. He manages the underwriting and service processes for clients and supervises all administrative operations. Matthew has earned the trust of clients through his in-depth knowledge and unwavering commitment to delivering efficient, high-quality customer care. His primary goal is to provide exceptional service, addressing client needs with professionalism and a friendly, approachable manner.