About Us
We want you to be a confident investor so you can work toward your life goals and dreams. We will strive to empower you through customized, goal-oriented investment strategies. Long-term relationships are built on the trust we aim to earn through integrity, hard work and service.
Gene O’Dell
- AAMS
- Founding Partner
Gene O’Dell
- AAMS
- Founding Partner
Credentials
Gene currently serves as the primary consultant to a wide range of successful private clients, including corporations, pensions, and profit-sharing plans, as well as high-net-worth individuals and their families. Gene draws on more than 20 years of experience providing targeted investment advisory, retirement, and estate investment planning strategies in his service to clients.
In addition to Series 7, 63, 65, and 24 securities registrations and applicable insurance licenses, Gene is an Accredited Asset Management Specialist®, a professional designation awarded by the College for Financial PlanningTM to professionals who successfully complete educational requirements, pass an exam, and agree to comply with a code of ethics. He holds a bachelor’s degree in business management from Evangel University. Gene has been a Premier Advisor, between the years of 2011 and 2022. This distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
Out of the office
Gene, a widower, lives in Springfield. He has two boys (one at home now), a dog, and three cats. Outside of the office, Gene enjoys golfing and traveling. He has previously served on the Board of Directors for Habitat for Humanity of Springfield from 2011–2018, specifically as Treasurer from 2014–2016. He’s proud to help educate people on Habitat’s mission and helping members of the community with affordable housing. He served as Treasurer for Cub Scout Pack 210 and has served as a volunteer with Boy Scout Troop 239.
Gene currently serves as the primary consultant to a wide range of successful private clients, including corporations, pensions, and profit-sharing plans, as well as high-net-worth individuals and their families. Gene draws on more than 20 years of experience providing targeted investment advisory, retirement, and estate investment planning strategies in his service to clients.
In addition to Series 7, 63, 65, and 24 securities registrations and applicable insurance licenses, Gene is an Accredited Asset Management Specialist®, a professional designation awarded by the College for Financial PlanningTM to professionals who successfully complete educational requirements, pass an exam, and agree to comply with a code of ethics. He holds a bachelor’s degree in business management from Evangel University. Gene has been a Premier Advisor, between the years of 2011 and 2022. This distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
Out of the office
Gene, a widower, lives in Springfield. He has two boys (one at home now), a dog, and three cats. Outside of the office, Gene enjoys golfing and traveling. He has previously served on the Board of Directors for Habitat for Humanity of Springfield from 2011–2018, specifically as Treasurer from 2014–2016. He’s proud to help educate people on Habitat’s mission and helping members of the community with affordable housing. He served as Treasurer for Cub Scout Pack 210 and has served as a volunteer with Boy Scout Troop 239.
CAR 1022-02028
Contact
Beth Knight
- Vice President
- Wealth Advisor
Beth Knight
- Vice President
- Wealth Advisor
Beth began her career in financial services in the year 2000 at a local firm in Denver, CO. Armed with her Series 7 and 66 licenses, 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 Series 9, 10 and later in 2006, the series 24. In this position Beth also serviced a small group of exclusive clients.
In 2006 Beth also met Lance Knight (who would later become her husband) and followed him to his home 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! Beth continued to expand her knowledge base by passing the Series 3 exam in 2007. 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, 1 cat, and 3 mini donkeys of her own on their 10 acres in Ozark, MO. While Beth’s husband, Lance, shares her passion for animals, his first love is golf. He takes part in numerous tournaments throughout the year. Beth and Lance enjoy spending time with his family in Missouri and her relatives in Texas. They also love to travel, especially to anywhere with sun, sand, and surf.
In 2006 Beth also met Lance Knight (who would later become her husband) and followed him to his home 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! Beth continued to expand her knowledge base by passing the Series 3 exam in 2007. 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, 1 cat, and 3 mini donkeys of her own on their 10 acres in Ozark, MO. While Beth’s husband, Lance, shares her passion for animals, his first love is golf. He takes part in numerous tournaments throughout the year. Beth and Lance enjoy spending time with his family in Missouri and her relatives in Texas. They also love to travel, especially to anywhere with sun, sand, and surf.
CAR 1022-02595
Contact
Lance Knight
Lance Knight
Client Relationship Associate
Lance joined O’Dell Wealth Management Group in March of 2021. His excellent customer service skills in prior jobs makes him a great addition to the team. Lance attended University of Southern Mississippi and San Diego State University, both on golf scholarships. To this day, golf and fishing are his main passions for recreational time.
Lance recently passed his Series 7 and Series 66 exams and is enjoying learning the intricacies of the financial industry. He is looking forward, in the near future, to helping clients navigate a successful retirement.
Lance has been married to his wife, Beth for 14 years and they have 3 rescue dogs, 1 cat and 3 mini donkeys on their 10 acres in Ozark, MO. Lance was born and raised in Southwest Missouri and also enjoys spending time with family both here and in Texas.
Lance joined O’Dell Wealth Management Group in March of 2021. His excellent customer service skills in prior jobs makes him a great addition to the team. Lance attended University of Southern Mississippi and San Diego State University, both on golf scholarships. To this day, golf and fishing are his main passions for recreational time.
Lance recently passed his Series 7 and Series 66 exams and is enjoying learning the intricacies of the financial industry. He is looking forward, in the near future, to helping clients navigate a successful retirement.
Lance has been married to his wife, Beth for 14 years and they have 3 rescue dogs, 1 cat and 3 mini donkeys on their 10 acres in Ozark, MO. Lance was born and raised in Southwest Missouri and also enjoys spending time with family both here and in Texas.
CAR 0822-01928
Contact
Important notice: You are leaving the Wells Fargo website
PLEASE NOTE: By clicking on this link, you will leave the Wells Fargo Advisors Web site and enter a privately owned web site created, operated and maintained by a third-party, which is not affiliated with Wells Fargo Advisors or its companies. The information and opinions found on this website have not been verified by our Firm, nor do we make any representations as to its accuracy and completeness. By linking to this Web site, Wells Fargo Advisors is not endorsing this third-party’s products and services, or its privacy and security policies, which may differ from Wells Fargo Advisors. We recommend that you review this third-party’s policies and terms and conditions to fully understand what information may be collected and maintained as a result of your visit to this website.