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



Our advisors

Advisor photo for Scott Brooks

Scott Brooks

CFP®, CRPC, APMA

Private Wealth Advisor

Chief Executive Officer of Odyssey Financial Advisors
Learn more about Scott Brooks Visit Scott Brooks's website
Advisor photo for 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
Advisor photo for Scott Osborne

Scott Osborne

APMA

Financial Advisor

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

Benjamin Gehrke

APMA

Associate Financial Advisor

Investment Manager
Learn more about Benjamin Gehrke Visit Benjamin Gehrke's website
Advisor photo for Jordan Browning

Jordan Browning

CFP®

Associate Financial Advisor

Learn more about Jordan Browning Visit Jordan Browning's website
Advisor photo for Paden Belanger

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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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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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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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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Lesley Wainscott

Lesley Wainscott

Client Service Specialist

Mandy Hall

Mandy Hall

Client Service Specialist

Personal Intro

Mandy, a loving wife and proud mom to three incredible kids. She's also a passionate Cincinnati sports fan, often cheering on her favorite teams alongside her loved ones. Mandy's adventurous spirit finds joy in embarking on exciting getaways and exploring new destinations.

Qualifications

  • In her previous role, she excelled in supporting financial investment and planning operations, handling various account service requests, and maintaining client confidentiality.

Roles & Responsibilities

  • Mandy plays a vital role in enhancing the client experience. From preparing for meetings and processing transactions to addressing service requests and ensuring data accuracy. Mandy loves to go above
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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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Spencer Grome

Spencer Grome

Client Service Coordinator

Personal Intro

Spencer will be graduating in December from Western Kentucky University with a concentration in Financial Planning. When he is not at work he enjoys working out, staying active and spending quality time with family and friends.

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Dawn Gilliland

Dawn Gilliland

Client Concierge

Personal Intro

Married for 26 years to her best friend, mom to 2 awesome kids. UK & Bengals Sports Fan. Enjoys spending time with husband, son, and daughter. Loves to play pickleball, Tennis, music, concerts and always up to travel anywhere tropical.

Roles & Responsibilities

  • Scheduling clients for meetings with advisors, assisting with client needs upon arrival, maintaining the office calendar and office needs such as supplies and upkeep.
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Austin Nolan

Austin Nolan

Client Service Coordinator

Personal Intro

Enjoys spending my time with friends and family as well as watching his favorite sports teams such as the Reds and Bengals!

Roles & Responsibilities

  • An investment coordinator and that helps our team prepare for upcoming client meetings.
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Kristy Lohre

Kristy Lohre

Financial Planning Assistant

Personal Intro

Kristy enjoys camping with her husband and dog as well as crafting and cooking.

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Emily Mangus

Emily Mangus

Financial Planning Assistant

Personal Intro

Emily enjoys spending time with her husband and daughter as well as their 3 bird dogs Sadie, Timber and Aspen. They spend as much time as possible outdoors hiking, camping, hunting and dog training. Their dogs compete in Retriever and Spaniel hunt tests all over the country!

Roles & Responsibilities

  • As a Financial Planning Assistant she assists the advisors in their client meetings as well as documenting advice and providing executive summaries
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