Our Team

It is not in our work as individuals, but in our collective work, that we take the most pride.

Get To Know Us

The Odyssey Team is a group of experts both in finance and in relationships. Though each of us approaches our work in a distinct way, our values unite us. We believe our clients benefit from the diversity of our backgrounds and experiences, and we enjoy bringing it all together to provide a unified plan for you.

It is not in our work as individuals, but in our collective work, that we take the most pride. We bring experience, energy, and enthusiasm to every challenge and leverage all of our specialized skills for every client we serve. We’re focused on being the best guides we can be. 

Explore each of our bios to learn more about the collective wealth of knowledge and insight we bring to the table. 

If you want to get to know us better and learn how we can work together to guide you along your journey, let’s get in touch.