Beckett Odegaard, CFP^®

Associate

My Professional Background

My role allows me to work closely with clients, supporting them in making informed financial decisions that align with their life goals. I earned my degree in Business with a specialization in Personal Financial Planning from Central Washington University. Shortly after graduating, I passed the CFP® exam which allows me to serve clients at a deeper level.

My Wealth Management Why

I believe that financial planning is about more than just numbers, it’s about empowering people to live with confidence and purpose. I was drawn to wealth management because I enjoy helping others gain clarity and confidence around their financial futures, which allows them to focus on what is most important to them.

My Personal Living Fully

In my spare time, I spend time with my brothers, family and close friends. I enjoy staying active and getting outside. I am also a member of the Ellensburg CrossFit gym; it fits well with my naturally competitive personality.

My Heart for Impact

Beyond my work, I value opportunities to give back and support our community in meaningful ways.