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Jake Odegaard

Jake Odegaard

Financial Advisor

I joined Resource Financial Planning in March of 2021, assisting Kathryn Lichty and her team. I began my career in financial planning as a Paraplanner where I utilized my ability to gather scattered information and bring it together in a coordinated, actionable way. While working with Kathryn’s clients, I discovered the aspect of finance that I enjoy the most, working with individuals and families.

I hold the Series 7 Securities and Series 66 Investment Advisory Representative registrations, as well as life, health and variable insurance licenses. In my spare time, I enjoy playing golf and hanging out with my wife and dog, Ozzy. 

Registered Advisor with Osaic Wealth, Inc.

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