Credentials

Gene currently serves as the primary consultant to a wide range of private clients, including corporations, pension and profit-sharing plans, and high-net-worth individuals and their families. Drawing on more than 25 years of experience, Gene provides targeted investment advisory, retirement planning, and estate planning strategies designed to help clients pursue their long-term financial goals.

In addition to FINRA Series 7, 63, 65, and 24 securities registrations and applicable insurance licenses, Gene is an Accredited Asset Management Specialist® (AAMS®), a professional designation awarded by the College for Financial Planning™ to professionals who meet educational requirements, pass a comprehensive examination, and adhere to a code of ethics. He holds a bachelor's degree in Business Management from Evangel University.

Out of the Office

Gene and his wife, Tanya O'Dell, live in Springfield. They share their home with a lively assortment of pets, including a dog and five cats. Gene has two sons, one of whom is currently attending Saint Louis University and pursuing a degree in Finance.

Outside of work, Gene enjoys golfing, traveling, and maintaining an active lifestyle through exercise and weight training. He believes that physical fitness is an important component of long-term health and longevity.

Gene previously served on the Board of Directors for Habitat for Humanity of Springfield from 2011 to 2018, including service as Treasurer from 2014 to 2016. He also served as Treasurer for Cub Scout Pack 210 and volunteered with Boy Scout Troop 239.

Beth began her career in financial services in the year 2000 at a local firm in Denver, CO. Armed with her FINRA Series 7 and 66 registrations, she served as a Registered Investment Associate, assisting Financial Advisors with their clients in all aspects of service, advice, and planning. In 2002, Beth advanced her career by moving to a larger regional firm and taking on a new position of Branch Operations Manager. It was in this capacity that she added to her education by passing the supervisory exams FINRA Series 9 and 10. In this position Beth also serviced a small group of exclusive clients.

In 2006 Beth moved to the state of Missouri where she took the position of Regional Supervisor at a national firm in St. Louis. This firm was A.G. Edwards, which eventually became Wells Fargo Advisors where she still works today! It was during this time frame that Beth realized her true love was connecting with clients face to face and helping them meet their financial goals. When the opportunity arose to transition to a full time Financial Advisor in July of 2016, she took it gladly. Subsequently joining Gene O’Dell’s group in April of 2019, she has finally found her “home” and is so excited to continue to help generations of families make their financial dreams come true.

The joy of Beth’s life apart from work is her volunteer “job” in animal rescue. She has worked with Route 66 Rescue since 2009 when she arrived here in Springfield, MO, helping with fundraising, fostering dogs, and facilitating adoptions. She has 2 rescue dogs and 2 mini donkeys of her own on her 10 acres in Ozark, MO.  Beth enjoys Jazzercise, book club and spending time with her friends, both here and in Texas and Colorado. She also loves to travel, and hopes to finish her quest of visiting every Major League Baseball Park sometime this decade.

Dale was born and raised in St. Louis and in 2005 he and his family moved to Lake of the Ozarks.  Dale and his wife Tammy and their son Nicholas have made Lake of the Ozarks their home ever since.  As Chief Operating Officer for Finteris Wealth Management, Dale utilizes his 27 years of industry experience to ensure that all operations at the company run smoothly and efficiently. 

Prior to joining Finteris Wealth Management, Dale held several roles in the industry, including 11 years with Wells Fargo Advisors as a Governance Manager and 7 years as a Financial Advisor.  Drawing upon his past experience, Dale is able to assist our branch associates and clients with complex and unusual circumstances and ensure a pleasant client experience.

In their spare time, Dale and his family enjoy spending time boating at Lake of the Ozarks with family and friends.  They also enjoy traveling to tropical locations and scuba diving new and exciting places.

Sarah Treanor is the Client Associate at our Springfield location and takes pride in helping every person who walks through the door. She is responsible for the office's clerical and operational functions while providing exceptional service to every client. Sarah has successfully passed the FINRA Securities Industry Essentials Exam and hopes to continue her career growth in the future.

Sarah's professional background is primarily in restaurant management, where she gained more than 15 years of customer service experience. She enjoyed providing exceptional service to guests and building relationships with people on a daily basis, and she has brought that same passion for helping others to her interactions with clients today.

Having moved frequently throughout her childhood, Sarah grew up in communities across the United States. She attended Weatherford College for two years before continuing her education at Tarleton State University.

Sarah is the proud mother of two daughters, Faith and Jade, and enjoys spending her free time supporting them in their various activities. When she is not with her daughters, she enjoys reading, baking, and gardening.