Darren Odom

I retired as a Survey Team Chief with the 24th Weapons of Mass Destruction-Civil Support Team.

after a career as an Army Parachute Rigger, an Army and Air Force Logistics Specialist, and a C-130 Loadmaster with the 129th Airlift Squadron. As a military retiree and financial advisor, I mostly work with veterans, military families, and medical professionals with strong ties to the military as a veteran or a relative of a veteran, who are navigating the transition from structured careers into more complex financial lives. Many of the individuals I work with are at a pivotal stage—earning more than they ever have, but facing competing priorities. These include catching up on retirement savings, managing student loans or practice-related debt, handling increasing tax exposure, supporting family responsibilities, and making key decisions about whether to remain employed or build and scale a business. This combination often creates a level of financial complexity that requires more than generic advice. My role is to help bring clarity and structure to those moving parts through a coordinated, strategy-first approach. I focus on: Life insurance to help replace your income so your loved ones stay financially secure if you die unexpectedly. Tax-aware strategies, including Roth conversions, to create long-term tax diversification and flexibility, and annuities for lifetime income options. Managed account solutions that keep portfolios aligned with your risk tolerance, time horizon, and evolving goals Helping business owners evaluate, select, and optimize the right 401(k) plan based on cost, design, and fiduciary support I work with clients who want a more disciplined and intentional approach—where investment decisions, tax strategy, and business planning are aligned and working together, not handled in isolation. My approach is grounded in education, transparency, and the principles I developed during my military service: discipline, accountability, and long-term thinking.