With a solid foundation of teamwork, we apply the individual skills and strengths of each member of our practice to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel confident, connected and in control of your financial life.



Our advisors

Scott Brooks, Private Wealth Advisor serving the Edgewood, KY area - Ameriprise Advisors

Scott Brooks

CFP®, APMA®

Private Wealth Advisor

Chief Executive Officer of Odyssey Financial Advisors
Learn more about Scott Brooks Visit Scott Brooks's website
Melissa Kelly, Financial Advisor serving the Edgewood, KY area - Ameriprise Advisors

Melissa Kelly

CRPC®, APMA®

Financial Advisor

Chief Operating Officer of Odyssey Financial Advisors
Learn more about Melissa Kelly Visit Melissa Kelly's website
Scott Osborne, Financial Advisor serving the Edgewood, KY area - Ameriprise Advisors

Scott Osborne

APMA®

Financial Advisor

Chief Financial Officer of Odyssey Financial Advisors
Learn more about Scott Osborne Visit Scott Osborne's website
Benjamin Gehrke, Associate Financial Advisor serving the Edgewood, KY area - Ameriprise Advisors

Benjamin Gehrke

Associate Financial Advisor

Investment Specialist
Learn more about Benjamin Gehrke Visit Benjamin Gehrke's website
Jordan Browning, Associate Financial Advisor serving the Edgewood, KY area - Ameriprise Advisors

Jordan Browning

CFP®

Associate Financial Advisor

Learn more about Jordan Browning Visit Jordan Browning's website

Paden Belanger

Associate Financial Advisor

Investment Specialist
Learn more about Paden Belanger Visit Paden Belanger's website

Our team

Theresa Eggemeyer

Theresa Eggemeyer

Client Relationship 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

  • Ensures our financial clients receive a high-level service experience
  • Onboarding of all new financial and wealth management clients
  • Plan and coordinate special events
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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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Elizabeth A. Dodd

Elizabeth A. Dodd

Operations Manager

Personal Intro

Elizabeth has over 25 years of financial services experience in marketing, leadership, and operations. She enjoys crafts, music and playing board games.

Qualifications

  • Bachelor of Business Administration from Eastern Kentucky University

Roles & Responsibilities

  • Ensures operational aspects of the financial firm is working properly
  • Team professional advancement
  • Employee Benefits
  • Payroll
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Charlotte Brown

Charlotte Brown

Client Concierge

Personal Intro

I’m a small town country gal from McCreary County, Ky. I love the farm life and all the cute/stinky animals that go along with it. Pride and Joy: Will always and forever be my kids. Things I love: Being a Grandma, Muscle Cars, Gym/Bodybuilding, DIY Projects, WWE (Favorite Wrestlers were The Rock and Goldberg). Spending time with Family & Friends. Sitting on a porch watching a thunderstorms on a dark night.

Qualifications

  • Charlotte has over 20 years of experience as an executive administrative assistant.

Roles & Responsibilities

  • Financial Planning and Wealth Management Scheduling
  • Greet guests & confirm reservations
  • Provide excellent customer service & attention to detail
  • Multitask & prioritize as necessary to meet customer needs.
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Derik Vandegraft

Derik Vandegraft

Marketing Specialist

Personal Intro

As a previous rugby player, Derik likes outdoor exercise such as kayaking and biking. When Derik has time he plays guitar and paints. He also enjoys spending time with his wife and newborn son, Theo.

Qualifications

  • Previous roles with local, regional and national craft breweries as a Sales and Marketing Manager.
  • Derik's undergraduate degree in Psychology comes from The Ohio State University.
  • In the process of maintaining his MBA from NKU with a focus in finance and business operations.

Roles & Responsibilities

  • Conducting research to analyze competitive landscape, market trends and customer behavior and preparing reports by collecting, summarizing and analyzing data
  • Supporting leadership in establishing and evaluating a marketing strategy and plan, updating calendars and organizing/planning promotional events
  • Continually seeking and researching new sources of prospective customers while providing recommendations to marketing and leadership
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Jamie Smith

Jamie Smith

Financial Planning Assistant

Personal Intro

Things I love: Being a wife and a mom, my two dogs, my Jeep, working out, baking with my daughter, fall season, and watching my daughter play volleyball and my son play basketball. I also love to do Home Improvement projects with my husband.

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