8801 Commerce Park Drive
Michelle is the founder of Odyssey Financial Group, LLC and serves as the company's President. She focuses on Group Retirement Plans, 401k investments, and personal financial planning. She has been a retirement professional since 2006 and enjoys helping people figure out how they want to live in retirement and pursue a way to get there! She held various corporate positions for over 17 years before starting her own company.
Michelle earned her degree from The University Of Oklahoma and is originally from a small farming community in southwest Kansas. The family farm is still going strong and she attributes her ability to work with a variety of people and businesses based on her upbringing. She lives in Tuttle, Oklahoma and has two kids: one in high school and one in college. She's a member and board member of the Oklahoma City West Rotary Club, and a member of the First Baptist Church in Mustang. Michelle is also an active member of NAPA, National Association of Plan Advisors, and has represented that organization in Washington DC for several years. She enjoys spending time with family, boating, water skiing, snow skiing, scuba diving, singing, and travels between Oklahoma and Okoboji, Iowa.
Retirement Plan Professional
Adam is a Certified Financial PlannerTM and retirement plan professional at Odyssey Financial Group, LLC. His financial industry experience began with an internship in 2009, focusing on comprehensive financial planning for closely held businesses and families. Through this experience he was able to see firsthand the positive impact of assisting individuals in pursuing their personal and professional goals. Adam is a Southern Nazarene University graduate with a degree in Finance. He earned his AIF® designation in April of 2015 and his CPF® soon after in November of 2015. Adam is married with two young children.
Janene is our 401(k) group retirement administrator joining us in 2014. She brought many years of experience in the human resources field and has received a Professional Human Resources Certification (PHR) as well as a Bachelor's Degree in Organizational Leadership from Southern Nazarene University. Her responsibilities include assisting in all aspects of the administrative functions of new participant enrollment, running investment fund reports, day-to-day contact with all our business client’s support staff, and communicating with the third-party administrators. She enjoys gardening and rescuing dogs. Janene is not registered with Royal Alliance Associates, Inc. to offer securities or investment advisory services.
Client Services Administrator
Keri handles our personal clients’ requests and is Life Insurance licensed joining us in 2016. Please contact Keri when you need items such as life insurance, preparing paperwork, updating personal information, banking information, and beneficiary changes. She also is in charge of our bookkeeping and handles our marketing initiatives. Keri brings over 25 years of customer service experience to our team. She enjoys the lake life and hiking. Keri is not registered with Royal Alliance Associates, Inc. to offer securities or investment advisory services.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
How we work with Individuals
How we work with Businesses