How we work


Mission and Vision

Our Mission

At Odyssey Financial Advisors, our team encourages families and businesses to clearly define their financial goals, instills self-confidence through financial advice and education, and builds lifelong relationships while enjoying adventures along the way.

Our Vision

Odyssey Financial Advisors guides generations of families to impact the community and create a legacy of brilliance and purpose.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Women's Financial Strategies
  • Investment Management
  • Social Security Retirement Benefits
  • Executive Compensation and Benefit Strategies
  • Domestic Partner Planning

Community participation


Thank you to all who join us in the effort to end hunger in Northern Kentucky!

If you or someone you know is interested in volunteering with us, please call our office and speak with Jenna Sharp, or email jenna.sharp@ampf.com

Our videos

7 videos

Working with us

Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

What to expect

  • Professional help in clarifying your financial goals and priorities
  • If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
  • Accurate information about our tailored solutions, including risks, benefits and costs

What to bring

  • A list of any questions you have regarding your current financial situation
  • Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
  • A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals