In Memorial

Robert K. O’Dell 1966-2017

We lost our friend and partner on Monday, December 18, 2017. Many will remember Rob’s fun loving and cheerful spirit. He connected many of us together. He was always talking about his boys sports activities and how proud he was of them. He also was an insufferable Green Bay Packer fan. Professionally he was dedicated in promoting charitable gifting strategies as he helped his client’s achieve their financial objectives. Below is a list of some of his accomplishments and affiliations.

  • Graduated from Wheaton College in 1989 where he was an All-American swimmer.
  • Contributing author to - The Four Corners: Where Your Estate Plan Becomes a Living Legacy
  • Speaker on the topic of Generational Insights
  • Board member of the Southwest Florida Financial Planning Association
  • Board member of the Pregnancy Resource Center
  • Cross Country Coach at First Baptist Academy
  • Founding member of the Summit Study Group

He will be missed!