TOBA

The Odyssey Business Advisory

Fola Odejimi
TOBA Relationship Manager


Fola Odejimi, CFP®, ChFC®, CLU®, EA - Financial Planning
The Odyssey Group

Education and Training: Fola

ODYSSEY’s Managing Member and Relationship Manager is Fola Odejimi. He is a Certified Financial Planner (CFP®), a Chartered Financial Consultant (ChFC), and a Chartered Life Underwriter (CLU). Mr. Odejimi is also an Enrolled Agent (EA) which allows him to advise business owners on complex tax issues and represent them in matters involving the Internal Revenue Service (IRS). He is an engineer by training, skills he applied in project and operations management functions within several Fortune 500 companies.

Expertise and Experience:

Prior to his entry into financial services about twenty years ago, Mr. Odejimi owned a business in an unrelated industry. Both as an operating business owner and as a financial advisor to business owners, he noticed the need for more effective ways to enhance the efforts of entrepreneurs.

Working with business owners and busy executives, it became obvious that their biggest challenge is not about what needs to be done. Rather, the challenge is being able to integrate personal needs with daily business issues and duties. Mr. Odejimi learned that time is in short supply for most business owners and that working with specialized advisors offering specific business solutions was not top of mind for most business owners.

Awards, Honors, Community Service

Past-President of the Phoenix Chapter of the Society of Financial Service Professionals (SFSP).

Personal Details

Mr. Odejimi has two adult daughters, one with four boys, and one daughter who is a senior at Arizona State University. He also has a seven year old boy that keeps him very busy. He loves to play basketball and football, enjoys reading, and going to the movies.

 

Bayo Ogundele, CPA, MBA - Business Tax Planning
Adams & Ogundele, CPA's, PLLC

Education and Training:

Bayo Ogundele, CPA, MBA is the Managing Principal of Adams & Ogundele, CPA’s, PLLC, a public accounting firm in Phoenix. He is a licensed Certified Public Accountant (CPA) in Arizona. He holds a Bachelor’s degree in Accounting and Economics and a Master of Business Administration (MBA) degree in Finance and Business Administration.

Expertise and Experience:

With over twenty five (25) years of leadership and professional experience in accounting, finance, and business management both in the profit and non-profit sectors. He has several years of public accounting experience that range from tax planning, advisory, and preparation service to audit, accounting, and consulting services with medium to large accounting firms such as Francis & Co, CPA’s, Deloitte & Touche, and Arthur Andersen in Seattle, Washington.

Mr. Ogundele has served as the Chief Financial Officer (CFO) for the Girl Scouts – Arizona Cactus-Pine Council and as the Auditor for the City of Seattle.

Awards, Honors, Community Service

His volunteer service includes serving on the Boards of the Arizona Society of CPA’s (ASCPA) and the Chicanos Por La Causa (CPLC) Federal Credit Union. He is a member of Valley Leadership, ASCPA, and the National Association of Black Accountants.

Personal Details

Mr. Ogundele is married with two children, a 3-year old son and 10-month old daughter.

 

 

Riley Snow

 

 

Education and Training:

J.D., S.J. Quinney College of Law, University of Utah, 2005
B.S., magna cum laude, Environmental Studies, Utah State University, 2002

Expertise and Experience:

Riley Snow represents business entities and individuals on matters relating to formation and compliance, property and resource development, and civil litigation. He counsels small businesses, partnerships, cooperatives, publicly traded companies, government entities and individuals.

Awards, Honors, Community Service

• Member, Editorial Board, Maricopa Lawyer, Maricopa County Bar Association, 2013
• Outreach Committee, State Bar of Arizona Solo and Small Practice Section, 2013
• Named “Rising Star” by Mountain States Super Lawyers magazine, 2009
• Assistant Coach, Southern Utah Youth Lacrosse, 2007–2008
• Note & Comment Editor, Journal of Land, Resources & Environmental Law, 2004-2005

Personal Details

Mr. Snow is married with three sons.

 

 

Chrystal Richardson – Business Process Efficiency
CE Wilson Consulting LLC

 

 

About:

CEWilson Consulting could easily be defined as a process consulting, planning and implementation firm, but it’s so much more than that. With a focus on bringing big business solutions to small businesses, CEWilson is the driver for operational efficiency and fresh perspectives that your business needs.

Our mission is to springboard small businesses to success. We bring together people, processes and tools to move our clients businesses in the right direction. Never hindered by tradition, CEWilson provides tangible results to clients through process renovation and creative, scalable solutions.

With a strong network of consultants and alliance partners, CEWilson has the flexibility and agility to maneuver between serving a variety of industries, offering solutions that are never out of reach.

Our approach includes an initial analysis of how personnel, processes and tools are affecting your business productivity, financials, and work environment. Next, we partner with you to understand your vision and the gaps between where you are and where you want to be. With this assessment in hand, as a team we take on the exciting process of developing a detailed plan that includes personalized, fresh, affordable solutions to springboard your business to success.

 

 

Chris Westerman – Professional Employee Benefits
CBW Benefits Solutions

Education and Training:

TOBA’s Professional Employee Benefits Specialist is Chris Westerman. He is a 10+ year Arizona Benefits consultant and licensed and accredited life and health insurance producer in the State. Chris has spent many years delivering best practice employee benefit solutions to many companies in Arizona and nationally. Chris is licensed as a leading producer with all major carriers in the healthcare space including United healthcare, BCBS of AZ, Aetna, Humana, Health Net, Cigna and all major carriers of Dental, Vision and ancillary benefit plans. Chris sits on several broker advisory councils and has served in such capacities with BCBS of Arizona and Humana. Chris is a graduate of U.C. Berkeley, 1990, BS Business Administration and Legal Studies.

Expertise and Experience:

Prior to his entry into employee benefit and consulting services full time, Mr. Westerman worked for United healthcare as a Regional business development specialist serving the commercial employer side as well as public sector, state and municipality business in the Southwest Region. Prior to United healthcare, Mr. Westerman was a senior executive at several healthcare companies including Gilsbar, Inc., HMA, Inc. and Performax, Inc. that specialized in national PPO development, provider and hospital contracting and engagement and Third Party Administration services for large Fortune 500 companies.

Working with business owners and HR/Employee Benefits managers, Mr. Westerman prides himself on service and accountability understanding that Employee Benefits is one of many hats that these individuals wear and balance on a daily basis. Mr. Westerman prides himself on becoming an extension and resource of the company in terms of direct employee interaction, resolution of issues, answering questions around claims and benefits and giving employees direct access to his service team and staff to walk them through the complex world of benefits and insurance coverage. He also prides himself on thorough strategy and leaving “no stone unturned” when it comes to finding the most competitive benefit options and strategies to deliver the best benefit structures at the best cost for the companies he represents. Exceptional service and quality is the main goal.

Awards, Honors, Community Service

Board member GPAHU, Greater Phoenix Association of Health Underwriters. Broker Advisory Council member, BCBS AZ, Broker Quality Forum Member, Humana Health Insurance. Past Vice President for Habitat for Humanity, Arizona. Community and Church Volunteer. Mountain Park Community Church, Missions Counselor, Puerto Penasco, Mexico, Weekend Missions Board Member.

Personal Details

Mr. Westerman has 5 children, Daughter Ashley, 21 years, Christian, 19 years, Colton, 17 years, Abbey, 13 years and Avery Lyla, 2 years. He is a busy Dad when he is not helping companies achieve the very best in employee benefits. He is an ex-college football player, Cal Berkeley, and has a passion for college football. His hobbies include traveling to Auburn, AL where is oldest son is an All American OL player for the Tigers. He enjoys working out, playing basketball and chasing the kids mostly keeping up with their busy schedules.

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