ODA AND COMPANY - Key Persons
Job Titles:
- Licensed Administrative Assistant
Debbie's experience in the investment industry began in stock transfers at McDonald & Co. in Cleveland, Ohio in 1984. She then went on to gain back office experience at Merrill Lynch & Co. in Toledo, Ohio. Debbie joined our team at Oda and Company in 2003 and assists with client service, back office operations, financial planning and administrative support.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Stan is the President and Founder of Oda and Company and has over 3 decades experience as a financial planner. He graduated with a Bachelor of Science in Financial Planning and Counseling from Brigham Young University in 1983, and has earned the CERTIFIED FINANCIAL PLANNER™ professional designation as well as the RETIREMENT INCOME CERTIFIED PROFESSIONAL® designation.