Personalized advice to help you achieve your goals

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

We take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, we can help you feel confident, connected and always in control of your financial life.


Our advisors

Scott Brooks

Scott Brooks

CFP®, CRPC®

Private Wealth Advisor

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

Melissa Kelly

CRPC®

Financial Advisor

Chief Operating Officer of Odyssey Financial Advisors
Learn more about Melissa Kelly Visit Melissa Kelly's website
Scott Osborne

Scott Osborne

APMA®

Financial Advisor

Chief Financial Officer of Odyssey Financial Advisors
Learn more about Scott Osborne Visit Scott Osborne's website

Our 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 Business Administration with a focus on Finance and English.

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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