Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Stan is the President and Founder of Oda and Company and has over 3 decades experience as a financial planner. He graduated with a Bachelor of Science in Financial Planning and Counseling from Brigham Young University in 1983, and has...
Debbie's experience in the investment industry began in stock transfers at McDonald & Co. in Cleveland, Ohio in 1984. She then went on to gain back office experience at Merrill Lynch & Co. in Toledo, Ohio. Debbie joined our team at Oda...