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Team

At Odyssey Wealth Design, we are a relatively small and close-knit group, all working together to provide you with the personalized attention you deserve. As our group is small, we are able to focus on and cultivate our company culture. The cornerstone of our culture is the Lincoln Financial philosophy of service first, last, and always. We also focus on care, respect, and integrity. Our goal is to make every interaction with you as enjoyable and engaging as possible as we believe this will lead to more engagement to the on-going financial planning process and therefore more success towards your goals.

In addition to our direct team who you as the client will be interacting with, we have access to the knowledge and resources of a Fortune 250 company through our affiliation with Lincoln Financial Group. This affiliation does not limit our product and service offerings as we have an open architecture as independent advisors; however it does enhance our ability to service our clients.

 

Roberto J. Duran, CFP®, ChFC®, CRPC®

Private Wealth Advisor

(949) 623-1762

Roberto.Duran@lfg.com

Financial planning is very personal. When people share their private concerns, hopes & dreams about their financial lives, you have to take that very seriously. My clients put their confidence in me & I help them toward a sense of security.

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Ana Kline

Director of Client Services

(949) 623-1776

(949) 474-6876

Ana.Kline@lfg.com

Ana Kline is the Director of Client Services for Odyssey Wealth Design, working directly with clients to build long-term relationships and provide 5 star service...

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Edgar Ruiz, AWMA®

ParaPlanner

(949) 474-6858

(949) 724-8977

Edgar.Ruiz@lfg.com

Edgar works with our planners to gather and analyze financial data, which is central in the design of comprehensive financial models unique to each of our individual clients...

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Jennifer Correa

Administrative Assistant

(949) 474-6826

(949) 474-6876

jennifer.correa@lfg.com

Jennifer Correa is an administrative professional who helps support daily office functions and procedures...

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Mariah Phankonsy

Marketing Assistant

(949) 623-1788

mariah.phankonsy@lfg.com

Mariah Phankonsy joined Odyssey Wealth Design in 2016 as a Marketing Assistant. She implements offline and online marketing strategies for team, which includes managing social media, website, and other outlets of communication to...
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Hani Duran

Marketing Assistant

Rob Studin J.D.*, CPA*, CFP®, CLU®, CRPC, ChFC®

Executive Director Financial Advisory Services

Responsible for the delivery of wealth management and financial planning services on a national basis. Bachelor of Science degree from the University of Alabama, and J.D. from Cumberland School of Law. Member of the Alabama Society of...
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Tim Johnson, J.D.*,CRPC®

Chief Investment Strategist

Timothy S. Johnson has proven and sought after expertise in the areas of fixed-income, equity allocations, alternative investments, as well as wealth management for affluent retirees.
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Nasser Ali, CFA, CAIA, CFP®

Director of Financial Advisory Services

As the head of investment planning strategies, Nasser oversees the delivery of investment planning services and technology with a sound understanding and commitment to capital market research and portfolio design. He is a member of...
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Bob Appel, J.D., LL.M., MBA

Second Vice President of National Design & Advanced Planning

Bob joined Lincoln National Life Insurance Company in January 1998, as a result of Lincoln's acquisition of Connecticut General Life Insurance Company. He currently heads up the company's national design team and brings his in-depth...
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Aaron Huntoon CRPC®

Director of Planning

Aaron consults on comprehensive financial plan design and technical topics with Lincoln Financial Network advisors nationally. He is a Sagemark Consulting Private Wealth Services Advisory Specialist in which he provides customized...
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Wiley Moody

Director of Planning

Wiley Moody joined Lincoln Financial Advisors in May of 2004, where he began his work in the areas of planning and operations. Wiley studied under LFA’s Chief Investment Strategist, and was promoted to Director of Financial Planning in...
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