CALIFORNIA CONSUMER - Key Persons
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 strategies for highly affluent clients. Additionally, he serves as a Business Intelligence Institute Advisory Specialist, an agribusiness planning specialist and as well as a charitable planning specialist. Annually, he conducts several presentations on estate, charitable and business planning topics company-wide. He co-leads the Estate and Charitable Planning committee for the National Planning Department and presents at LFN Fall Focus, Planning Forum and Peak conferences.
Aaron has a Master's in Business Administration with a concentration in Finance and Accounting; Bachelors of Science in Marketing, International Business and Spanish; and has worked in the financial services and wealth management industry for over 15 years. In addition, he holds a Chartered Retirement Planning Consultant designation through the College for Financial Planning in Colorado.
Job Titles:
- Director of Client Services
- Director of Client Services for Odyssey Wealth Design
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. Ana leads the Practice's dedicated team members and is responsible for supervising the day to day operation and management of the Practice. She began working with Roberto J. Duran in June of 2010, but brings over 13 years of experience in the industry to her role. With her attention to detail, listening skills, professionalism and great empathy, Ana believes in the importance of building long-lasting client relationships through enduring honesty, integrity, and understanding.
Ana is Life and Health Licensed in California. She is currently working towards obtaining her Chartered Retirement Plan Counselor (CRPC®) designation.
Job Titles:
- 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 knowledge and meaningful understanding of retirees needs and objectives to the comprehensive analysis and illustration tools he delivers.
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...
Job Titles:
- Implementation Specialist
Jennifer graduated from California State University, Fullerton and holds a degree in Business Administration with a concentration in Finance. She also currently holds a Series 6, Series 63 license, and is Accident, Life and Health...
Job Titles:
- Communications Coordinator
- Odyssey Wealth Design in 2016 As a Marketing Assistant
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...
Mariah Phankonsy joined Odyssey Wealth Design in 2016 as a Marketing Assistant. She implements offline and online marketing strategies for the team, which includes managing social media, website, and other outlets of communication. Mariah also serves the team as a copywriter and event coordinator. Her passion lies in building client relationships by adding unique and individualized touches to an unforgettable client experience.
In 2020, Mariah graduated from Cal. State University Fullerton with a Bachelor of Arts in Communications with an emphasis in Public Relations. She is an avid concert-goer, loves watching scary movies, enjoys graphic design and video editing, and loves spending time with friends and family!
Job Titles:
- CERTIFIED FINANCIAL PLANNER
Roberto Duran is a CERTIFIED FINANCIAL PLANNER TM Practitioner with Odyssey Wealth Design, a comprehensive financial services firm.
Mr. Duran began working in the field of finance in 1998, as an intern in Corporate Market Risk Management with Bankers Trust Co. in New York, then later as a junior analyst in Mergers and Acquisitions with Hovde Financial, Inc., out of Walnut Creek, CA.
In his own words, Roberto describes that in January of 2000, "after an evaluation of the various career paths offered in the field of finance, I opted to focus my efforts on the community. I have always had a passion for helping people, and I couldn't think of a better way to do it than by being instrumental in promoting the value, and emphasizing the importance of financial planning, financial literacy, and education. My career is like a mission to me. I help individuals and their families accomplish their financial goals". In February of 2000, Mr. Duran began growing his own practice as a personal financial planner, working primarily with business professionals, and educators in the San Francisco Bay Area and Silicon Valley. In February of 2001, Roberto transferred his practice to the firm's Orange County office, where he has since established himself as a financial planner of choice among healthcare professionals, business owners, executives, and retirees.
Roberto is committed to providing his clients, staff, and business associates with a service characterized by professional competence, articulate communication, responsibility, honesty, and understanding.
Through the financial planning process, Roberto is diligent in his assessment of each client's unique set of circumstances, and works closely with them to help them articulate their needs, and identify strategies to accomplish their goals. Roberto explains that "financial planning is a very personal experience, like going to see a doctor, or a counselor. When someone shares their private concerns, hopes, and dreams about their financial lives, you have to take that very seriously. My clients put their confidence in me, and I help them toward a sense of security."
Roberto graduated Magna Cum Laude with a degree in Finance from the University of San Francisco in 1999, earned the professional designation of CERTIFIED FINANCIAL PLANNER TM practitioner (CFP®) in 2003, Chartered Financial Consultant TM in 2006, and Chartered Retirement Planning Counselor SM in 2007.
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.
Job Titles:
- Director of Planning
- Member of the Investment Steering Committee
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 2009. Currently, Wiley services clients all over the United States in the high net worth marketplace, and assists in overseeing and implementing over $14 billion in assets.
Additionally, Wiley is a member of the Investment Steering Committee, and is one of the forefront individuals involved with Lincoln's Investment Steering List and Policy. He is deeply involved in various other committees that help Lincoln Financial planners further their knowledge of the industry as a whole, and keep recent on trends and movements in the markets.
As a member of the Planning Department, Wiley is also knowledgeable in the areas of cash flow management, investment planning, retirement planning, risk management, life insurance, estate planning, and business succession.
Wiley received his BBA in Accounting from Middle Tennessee State University.