Odie has over 20 years of experience helping clients reach their financial goals. He worked in bank and credit union programs early on and has spent the last 10 years as an independent investment advisor. Odie earned his Certified Digital Asset Advisor (“CDAA”) designation in 2021.
He has a diverse background including both traditional and nontraditional investments and always takes a comprehensive approach to help clients see how all the pieces of their financial puzzle fit together. Through building trust and taking an educational approach, he helps clients understand their options and helps make the right decision based on their specific needs. Both Odie and LUXOLO are confident that his time tested financial advisory strategies are as applicable to digital asset management as they are to traditional securities based wealth management.
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