Credentials

Gene 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. Gene draws on more than 20 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^TM 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, between the years of 2011 and 2021. This distinction is 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.

Out of the office

Gene and his wife, Christine, live in Springfield. They have two boys, (one at home now), a dog, and three cats. Outside of the office, Gene enjoys golfing, hiking, camping, and traveling. He has previously served on the Board of Directors for Habitat for Humanity of Springfield from 2011–2018, specifically as Treasurer from 2014–2016. He’s proud to help educate people on Habitat’s mission and helping members of the community with affordable housing. He served as Treasurer for Cub Scout Pack 210 and has been an active volunteer with Boy Scout Troop 239.

Credentials

Beth began her career in financial services in the year 2000 at a local firm in Denver, CO. Armed with her Series 7 and 66 registrations, she served as a Registered Investment Associate, assisting Financial Advisors with their clients in all aspects of service, advice, and planning. In 2002, Beth advanced her career by moving to a larger regional firm and taking on a new position of Branch Operations Manager. It was in this capacity that she added to her education by passing the supervisory exams Series 9 and 10, and later in 2006, the Series 24. In this position, Beth also serviced a small group of exclusive clients. 

In 2006 Beth also met Lance Knight (who would later become her husband) and followed him to his home state of Missouri where she took the position of Regional Supervisor at a national firm in St. Louis. This firm was A.G. Edwards, which eventually became Wells Fargo Advisors where she still works today! Beth continued to expand her knowledge base by passing the Series 3 exam in 2007. It was during this time frame that Beth realized her true love was connecting with clients face-to-face and helping them meet their financial goals. When the opportunity arose to transition to a full time Financial Advisor in July of 2016, she took it gladly. Subsequently joining O’Dell Financial Group of Wells Fargo Advisors as a team member in April of 2019, she has finally found her “home” and is so excited to continue to help generations of families make their financial dreams come true.

Out of the office

The joy of Beth’s life, apart from work, is her volunteer “job” in animal rescue. She has worked with Route 66 Rescue since 2009 when she arrived in Springfield, MO, helping with fundraising, fostering dogs, and facilitating adoptions. She has two rescue dogs, one cat, and three mini donkeys of her own on their 10 acres in Ozark, MO. While Beth’s husband, Lance, shares her passion for animals, his first love is bass fishing. He takes part in numerous tournaments throughout the year, and his favorite lake is Stockton Lake, with Table Rock Lake coming in a close second. Beth and Lance enjoy spending time with his family in Missouri and her relatives in Texas. They also love to travel, especially to anywhere with sun, sand, and surf.

Credentials

Lance joined O’Dell Wealth Management Group in March of 2021.  His excellent customer service skills in prior jobs makes him a great addition to the team. Lance attended University of Southern Mississippi and San Diego State University, both on golf scholarships.  To this day, golf and fishing are his main passions for recreational time.

Lance recently passed his Series 7 and Series 66 exams and is enjoying learning the intricacies of the financial industry.  He is looking forward, in the near future, to helping clients navigate a successful retirement.

Out of the office 

Lance has been married to his wife, Beth for 14 years and they have 3 rescue dogs, 1 cat and 3 mini donkeys on their 10 acres in Ozark, MO.  Lance was born and raised in Southwest Missouri and also enjoys spending time with family both here and in Texas.