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) 341-4293 (949) 474-6876 Roberto.Duran@lfg.com 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. Read more Ana Kline Director of Client Services (949) 341-4198 (949) 474-6876 Ana.Kline@lfg.com Ana’s role centers on providing an enjoyable and interactive experience for the client. She does this by coordinating with the staff to produce tangible deliverables to the Advisors for ultimate delivery to the client. Read more Jennifer Schrier, CFP® Financial Planner (949) 341-4286 (949) 474-6876 email@example.com 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. Read more Charles Lee Implementation Specialist (949) 341-4263 (949) 474-6876 Charles.Lee@LFG.com 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. Read more Joelle Luna Executive Administrative Assistant (949) 341-4289 (949) 474-6876 Joelle.Luna@LFG.com 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. Read more 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. Read more 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. Read more Bob Appel, J.D., LL.M., MBA Second Vice President of National Design & Advanced Planning Bob joined Lincoln National Life Insurance Company in January 1998, as a result of Lincoln's acquisition of Connecticut General Life Insurance Company. He currently heads up the company's national design team and brings his in-depth... Read more 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... Read more Wiley Moody Director of Planning Wiley Moody joined Lincoln Financial Advisors in May of 2004, where he began his work in the areas of planning and operations. Wiley studied under LFA’s Chief Investment Strategist, and was promoted to Director of Financial Planning in... Read more Derrick Nguyen Associated Financial Planner (949) 341-4298 Derrick.Nguyen@LFG.com Derrick Nguyen is a Financial Planner and started his career with Lincoln Financial Advisors in 2012. He serves the community as a financial planner, working with medical professionals, education professionals and business owners... Read more Kevin Oros Associated Financial Planner (949) 623-1794 Kevin.Oros@lfg.com Read more Have a Question? Name Email Address Question Thank you! Oops!