"a long journey full of adventures"
Odyssey Wealth Planning
Taylor Y. Patterson
Founder & Wealth Management Advisor|CFP®, ChFC®, CLU®, RICP®
The Odyssey Wealth Planning Team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Samantha Trstensky
Director of Operations and Client Service
Michael Murray
CFP®, CLU®
Financial Planning Analyst
Jacob DeForest Davis
CFP®, ChFC®, CLU®
Centralized Financial Security Associate
David Rodriguez
Investment Operations Associate
Justin Scotto
Centralized Financial Security Associate
Lakshmi Jonnada
Centralized Financial Security Associate
Zachary McNelis
Centralized Financial Security Associate