Switched Jobs And Not Sure What To Do With Your Old 401k? Contact Us For FREE Review
Robert Stock
Financial Advisor
Robert loves the opportunity to advise people from all walks of life in making confident financial decisions. From helping young professionals balance their long-term goals with their savings choices, to reassuring mature couples that their diligence has paid off when they’re ready to retire. As owner of Invest Smart USA, Inc., he helps others to explore the ramifications of major decisions like a career change, buying a home, or returning to school. The real challenge lies in seeing the big picture and analyzing all the working parts. By delivering an approachable plan, he can help clients clarify the path to their goals.
Robert's previous 30-year career was as a Sales Executive in the financial industry at various companies including Standard & Poors, Interactive Data and Primark/Thompson Reuters. He was constantly exposed to the products and services being offered by financial institutions. Invest Smart USA, Inc. focuses on providing critical financial data allowing institutions and individuals to make timely trading and investing decisions.
Constant technology and regulatory changes in the industry drove him into the CFP program to further his knowledge. After completing his studies, Robert became the go to person for colleagues and friends, who had financial related questions. Those questions brought him to the intersection of sustainable business and personal finance, wherein he became a licensed Financial Advisor in 2015.
As a financial industry professional, he was responsible for leading firms through turbulent and wild markets, managing risk, and helping them benefit from the experience. In many ways, this still describes Robert's work, but instead of assisting institutions, he analyzes cash flows and the economic climate for families and individual clients. It is tremendously fulfilling to help clients make good decisions for their finances, retirement, and estate goals and circumstances. Robert feels successful when money becomes a positive influence in his clients' lives and in the world.
Odell Berry, Jr.
ChFC, Financial Advisor
Odell is a Financial Advisor, asset manager at Invest Smart USA, Inc. He has been in the financial services industry since 1981. In the early years, Odell worked as a broker and product sales person for various financial products. Odell began working as a “fee only” financial advisor in 1988. His experience in working with families and business owners spans the last three decades, which has allowed him to witness and experience all the ups and downs the market place has produced. Odell has a common sense approach to managing assets and planning for his clients' family’s current and future financial needs. He exhibits a laid-back style and easygoing mindset in undertaking both simple and complex issues.
Odell graduated from Olivet Nazarene University in Bourbonnais, Illinois in 1977. He spent three years as a high school teacher and coach before entering the financial services industry and has continued to be actively involved in coaching youth sports throughout the years. Odell has been certified as a Chartered Financial Consultant (ChFC) since 1988 and has maintained his credentials with ongoing training and industry continuing education.
Invest Smart USA, Inc. has remained small enough to allow each client to have the personal touch of an individual concierge wealth manager, yet experienced enough to provide the services of a much larger firm. Every client receives the personal attention and service they require to develop a long-term personal relationship with Odell and the staff at Invest Smart.
Approximately half of the clients at Invest Smart USA are currently living off their retirement nest egg, the other half are clients working to reach that level of financial security. Odell manages the clients assets, helps them maintain an appropriate estate plan, tax planning, and wealth protection plan to be sure their assets continue to grow and hold out as long as they live; then, to ultimately pass that wealth on to the next generation as desired by the client. Odell says the thing he enjoys the most about coming to the office each day is the challenge of the market place and the personal relationships he has with each of the clients.
Katie Stock
Office Manager
Katie began working for Invest Smart USA, Inc. in 2021. She is responsible for the day-to-day operations of the office.
Katie received a Bachelor of Science in Health Administration with a minor is Business from Northern Illinois University. After graduating, she moved to AZ where she spent many years working in Clinical Research at the Mayo Clinic in Scottsdale and with various pharmaceutical companies.
After starting a family, Katie moved back home to IL where she lives with her husband and three daughters.