Team
At Odyssey Wealth Design, we are a relatively small and close-knit group, all working together to provide you with the personalized attention you deserve. As our group is small, we are able to focus on and cultivate our company culture. The cornerstone of our culture is the Lincoln Financial Advisor's philosophy of service first, last, and always. We also focus on care, respect, and integrity. Our goal is to make every interaction with you as enjoyable and engaging as possible as we believe this will lead to more engagement to the on-going financial planning process and therefore more success towards your goals.
In addition to our direct team who you as the client will be interacting with, we have access to the knowledge and resources of a Fortune 250 company through our affiliation with Lincoln Financial Group. This affiliation does not limit our product and service offerings as we have an open architecture as independent advisors; however it does enhance our ability to service our clients.
Roberto J. Duran, CFP®, ChFC®, CRPC®, CBEC®
Private Wealth Advisor
(949) 474-6876
Financial planning is very personal. When people share their private concerns, hopes & dreams about their financial lives, you have to take that very seriously. My clients put their confidence in me & I help them toward a sense of security.
Jennifer Schrier, CFP®
Financial Planner
(949) 474-6876
Jennifer works in tandem with Senior and Associate planners to develop comprehensive financial plans. This includes gathering and analyzing financial data and creating and modeling different possible financial scenarios.
Kyle Marzec
Financial Analyst
(949) 474-6876
Kyle provides support to the team which includes prepping for and helping with follow up from client meetings, preparing detailed & accurate paperwork, and providing additional support to other team members in their specific roles.
Charles Lee
Implementation Specialist
(949) 474-6876
Charlie provides support to the team which includes prepping for & helping with follow up from client meetings, preparing detailed & accurate paperwork for client signature, & providing additional support to other team members.
Joelle Luna
Executive Administrative Assistant
(949) 474-6876
Joelle is responsible for coordinating with the team to assist with such activities as client correspondence, client and strategic partner scheduling, licensing and designations upkeep, and marketing/communications efforts.
Hani Duran
Marketing Assistant
Hani is responsible for assisting with such activities as client gifting, client events and other marketing efforts, by brainstorming ways to help our clients feel appreciated and taken care of.
Tim Johnson, J.D.*, CRPC®
Chief Investment Strategist
Timothy S. Johnson has expertise in the areas of fixed-income, equity allocations, alternative investments, as well as wealth management for affluent retirees.
Bob Appel, J.D., LL.M., MBA
Second Vice President of National Design & Advanced Planning
Aaron Huntoon, CRPC®
Director of Planning
Aaron consults on comprehensive financial plan design and technical topics with Lincoln Financial Network advisors nationally. He is a Sagemark Consulting Private Wealth Services Advisory Specialist in which he provides customized...
Wiley Moody
Director of Planning
Derrick Nguyen
Associated Financial Planner
