Odyssey Financial Advisors

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Scott Brooks

Scott Brooks

CFP®, CRPC®, APMA®

Private Wealth Advisor

Chief Executive Officer of Odyssey Financial Advisors
Visit Scott Brooks's website
Melissa Kelly

Melissa Kelly

CRPC®, APMA®

Financial Advisor

Chief Operating Officer of Odyssey Financial Advisors
Visit Melissa Kelly's website

Team

Theresa Eggemeyer

Theresa Eggemeyer

Practice Manager

Personal Intro

Theresa recently retired from a long career in education as a teacher and administrator. She loves any type of puzzle, reading, kayaking, and visiting National Parks. Mostly, she enjoys spending time with her very large family.

Qualifications

  • Bachelor of Arts from Northern Kentucky University
  • Masters in Education from Xavier University

Roles & Responsibilities

  • Theresa's overall responsibility is to maintain a high level experience for both the clients and the team members.
  • She oversees payroll, employee benefits, and team professional development.
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Julie Schleper

Julie Schleper

Client Concierge

Personal Intro

Julie is the newest member to our team. She enjoys hiking with her daughter, bowling, and spending time with family.

Qualifications

  • Thomas More University graduate in Business Management and Educational Studies.

Roles & Responsibilities

  • Appointment scheduling.
  • Office Reception.
  • Updating client information.
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Kimberly M. Whaley

Kimberly M. Whaley

Client Relationship Manager

Personal Intro

Kim is an avid UK fan and spends any free time she can find with her daughters, Kaitlyn and Elena.

She also previously served in the Army Reserves (thanks for your service, Kim!).

Qualifications

  • B.S. from Morehead State University
  • MBA from Thomas More University
  • Series 7 and 63 securities licenses

Roles & Responsibilities

  • Coordinates the work flow for insurance needs.
  • Assists clients with account transfers.
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Mary B. Smith

Mary B. Smith

Financial Planning Assistant

Personal Intro

Mary has over twenty years of administrative experience supporting high level executive staff in the financial services industry. She loves reading, cross-stitch, and a nice cup of Dunkin' Donuts coffee! But most of all, Mary and her husband Kenny love spending time with their three grandchildren.

Roles & Responsibilities

  • Mary is responsible for maintaining and tracking the workflow of our financial planning process, documenting advice, and providing executive summaries.
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Ashley Roderick

Ashley Roderick

Client Service Coordinator

Personal Intro

Ashley has a passion for traveling, especially cruises. She enjoys going out and exploring new places and telling stories about her adventures.

Qualifications

  • Ashley recently graduated from Thomas More University in May of 2020, majoring in English and Business Administration with a focus on Finance.

Roles & Responsibilities

  • Walking all new clients through the onboarding process.
  • Assisting clients with our online resources like Secure Site and Total View.
  • Collecting financial data for new and current clients financial plan.
  • Manages the firm's digital presence through our website, Facebook, and LinkedIn.
  • Provides marketing support by assisting with event planning.
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Corey Zamrik

Corey Zamrik

Client Service Coordinator

Personal Intro

Corey loves to spend his time golfing and volunteering at his church.

Qualifications

  • Corey graduated from Thomas More University in May of 2020, majoring in Business Administration with a concentration in Finance.

Roles & Responsibilities

  • Assists with asset allocation model development.
  • Preparing trades for client meetings and entering the transaction as instructed.
  • Generating investment reports.
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