To achieve your financial goals and preserve your assets — today and tomorrow, it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement® approach to recommend balanced and personalized asset and risk management strategies. Whether health, life, disability, income or long-term care insurance, we suggest solutions and coverage levels to suit you and your needs. Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.


Our advisors

Scott Brooks

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

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

Scott Osborne

APMA®

Financial Advisor

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

Benjamin Gehrke

Associate Financial Advisor

Investment Specialist
Learn more about Benjamin Gehrke Visit Benjamin Gehrke's website
Jordan Browning

Jordan Browning

CFP®

Associate Financial Advisor

Learn more about Jordan Browning Visit Jordan Browning'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 clients receive a high-level service experience
  • Onboarding of all new clients
  • Plan and coordinate special events
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Julie Schleper

Julie Schleper

Client Concierge

Personal Intro

Julie 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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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 side of the firm is working properly
  • Team professional advancement
  • Employee Benefits
  • Payroll
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