Team profile


Our approach

Our passion is helping you plan to achieve your goals today and many years down the road. Life is full of milestones: a dream home, a business venture, a college education, a confident retirement. We start with a conversation to define your interests, values and dreams. Then, we build a personalized plan to help you pursue your immediate and long-term goals. Along the way, we provide advice and guidance, make adjustments as needed, and keep you on track. No matter where you are in life, our approach instills confidence about your future.

Areas of focus

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

Awards & recognition

  • Odyssey Financial Advisors, Ameriprise Client Experience Award, 2020

Community participation

Thanks to everyone who participated and donated to the NoKY Emergency Shelter at Shred Event 2022!
Thanks to everyone who participated and donated to the NoKY Emergency Shelter at Shred Event 2022!

If you or someone you know is interested in partnership or volunteer opportunities with Odyssey Financial Advisors, please call (859) 838-4400 and ask for Derik Vandegraft, or email derik.vandegraft@ampf.com.