Team

Robert has been with the firm since 1999. A native New Yorker, Robert and his wife Teri live in Roswell with their two teenage children, Matthew and Megan. Robert is a member of the Financial Planning Association, St. Peter Chanel...

Steve joined the firm in 2003 after three years with AXA Advisors, LLC. Prior to seeking a more personally fulfilling career helping others with their personal finances, Steve worked for nine years in supply chain management; first as...

Anne joined the Odyssey team in 2016.  Anne graduated from Emory University. She then moved to Washington, D.C. where she worked for FBR Capital Markets, an investment bank, and the U.S. Treasury Department, while she earned her MBA from

Janeen joined the Odyssey team in 2010. She was excited to return to the workforce after several years as a fulltime stay at home mom. She previously worked for Raymond James and then Merrill Lynch. She holds her Series 7 and 63...

The newest member to the team, Roman joined our firm in 2020. Roman has lived in the great state of Georgia for the past 17 years. He originally moved to Georgia from Kazakhstan at a young age and grew up speaking Russian and English...