Our Company

Retirement Planning Investment Management
Tax Management Asset Protection

Odyssey Wealth Management is a Fee-Only wealth management firm providing independent and objective financial advice.  We specialize in goals based financial planning and investment management services with a special focus on tax management and asset protection. Our clients live throughout the US and include business professionals, executives, physicians, and business owners. Odyssey Wealth Management is headquartered in Plano, Texas (a suburb of Dallas).

Our Team

Brent W. Little, CFP®, CPA/PFS

Brent Little is the Founder and Managing Director of Odyssey Wealth Management, LLC (OWM). Brent founded the firm with the goal of providing a total solution to his clients’ financial needs. He believes that clients have enough issues pulling at them in their day to day lives therefore he set out to provide a group of services to manage all aspects of his clients’ financial lives so they could spend their time enjoying the things most important to them in life.

Brent founded OWM after gaining valuable experience at Cain, Watters & Associates, P.C., which is a Dallas-based financial planning firm. While at CWA, he provided asset management, financial planning, and tax services to high net worth individuals, professionals in the medical field, and small business owners.

Prior to joining Cain, Watters & Associates, Brent worked in the Personal Financial Services group at the international public accounting firm PricewaterhouseCoopers, LLC. While at PricewaterhouseCoopers, he worked with business owners, corporate executives, and high net-worth individuals with portfolios of $10 million or more.

Brent holds a Masters of Accounting from Texas Christian University and a Summa Cum Laude BA in Finance, Accounting, and Management from Texas Christian University. He is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Public Accountant, Personal Financial Specialist, Registered Investment Advisor, and has completed Level I of the CFA Program.

Brent and his wife, Elisa, are proud parents of twins, Preston and Sofia.

Allen G. Kozel, CFP®

Allen Kozel joined Odyssey Wealth Management, LLC in 2015. Prior to OWM, Allen worked at Stewardship Wealth a Houston-based planning firm. While at Stewardship he provided financial planning and asset management services to high net worth individuals.

Allen graduated from Texas Tech University in 2007 with a Bachelor of Science in Personal Financial Planning.
At Texas Tech, he was involved in many organizations including Red to Black, a program which provides pro bono financial counseling to students and faculty as well as the Personal Financial Planning Association. Allen is a CERTIFIED FINANCIAL PLANNER™ professional.

Allen and his wife, Laura, have three children; Kaylin, Cara, and Colton. During his free time, he enjoys spending time outdoors on the lake.

Elisa Little

Elisa Little joined Odyssey Wealth Management, LLC in 2008. Prior to OWM, Elisa spent 22 years as the Director of Operations in her family business.

Elisa holds a Bachelor of Science in Advertising and Public Relations from Texas Christian University.

Elisa and her husband, Brent, are proud parents of twins, Preston and Sofia.

Jessica Riner

Jessica Riner began working with Odyssey Wealth Management, LLC in 2008. Prior to OWM, she served as the Vice President of Business Development for a document conversion company.

Jessica has a B.S. in Advertising and a Master’s Degree in Educational Technology from Texas A & M University-Commerce.

Jessica and her husband, Jeff, have a son named Chase.

Lanette Morton

Lanette Morton began working with Odyssey Wealth Management, LLC in 2011. Prior to OWM, she spent over 13 years in office administration and executive support service roles.

Lanette graduated from Stephen F. Austin State University with a Bachelor of Science.

Lanette and her husband, Brad, have two children, Drew and Ella. The family has a variety of animals and enjoy spending time camping and visiting State Parks.

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