Our Team

Through tailored and timely financial and investment advice, we help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.
Gene O'Dell

Gene O'Dell

    • President
    • Senior Wealth Advisor
    Gene O'Dell currently serves as the primary consultant to a wide range of successful private clients, including corporations, pensions and profit sharing plans, as well as high net worth individuals and their families. He draws on more than 19 years of experience providing targeted investment advisory, retirement and estate investment planning strategies in his service to clients.

    Gene is the Chief Investment Strategist for the O'Dell Wealth Management Group and he directs all of the team's asset allocation strategies and investment selections.

    In addition to Series 7, 63, 65, and 24 securities registrations, and applicable insurance licenses, Gene is an Accredited Asset Management Specialist, a professional designation awarded by the College for Financial Planning to professionals who successfully complete educational requirements, pass an exam and agree to comply with a code of ethics. He holds a bachelor's degree in Business Management from Evangel University. Gene has been a Premier Advisor, from 2011-2021, a distinction held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

    Gene, and his wife Christine, live in Springfield. They have two sons. Outside of the office, they enjoy camping, hiking, golf and going on cruises. He has served on the Board of Directors for Habitat for Humanity for six years, as Treasurer for Cub Scout Pack 210, and as a volunteer for Boy Scout Troop 239.

    Education

    • B.B.A. - Business Management
    Beth Knight

    Beth Knight

      • Vice President
      • Wealth Advisor
      In 2000, Beth began her career in financial services in Denver, CO, in a supervisory role for the Stanford Group, a regional investment firm.  In 2002, she began working for McDonald Investments, again in a supervisory role. Continuing her career, she joined A.G. Edwards, a predecessor firm to Wells Fargo Advisors, in 2006. Beth is currently Vice President of Odell Wealth Management Group.

      While working in her role in supervision, she was allowed to provide investment services for her friends and family, creating the passion that she has today for helping individual client's plan their financial future. In 2016, an opportunity arose for Beth to work only with individual investors and she gladly accepted. After watching her very successful career, Beth was invited to join The O'Dell Wealth Management Group of Wells Fargo Advisors Financial Network.

      Outside of the office, Beth is involved in the community and is currently volunteering for Route 66 Animal Rescue, helping homeless pets find loving families. Beth, and her husband Lance, live in Ozark with their cat, dogs, and mini donkeys.

      Education

      • B.B.A. - Business Management

      Lauren Southern

        • Client Service Associate