Broker Check

The Charterpoint Financial Team

Daniel Odenbach, CLF® 

Partner | Business Specialist

(608) 534-4444 Option 3

DOdenbach@VoyaFA.com

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Joel Dettwiler, ChSNC® 

Partner | Financial Planner

(608) 534-4444 Option 2

JDettwiler@VoyaFA.com

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Freeman Linde, CFP® 

Partner | Financial Planner

(608) 534-4444 Option 1

Freeman.Linde@VoyaFA.com

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Aaron Kupinski

Account Executive | Investment Assistant

(608) 534-4444 Option 0

AKupinski@VoyaFA.com

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Michael Myers

Financial Advisor

(608) 534-4444 Option 4

MichaelMyers@FinancialGuide.com

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Join Our Team

Interested in Switching Firms or Becoming a Financial Planner?

Call or Email Dan Odenbach

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CPAs

Working with your existing CPA, or introducing you to an outside CPA we trust, we will work with your tax professionals to design your Tax Planning*. 

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Estate Attorneys

We can help you develop your estate plan*, but we will need attorneys to write up the documents and verify the plan. We can work with yours, or introduce you to one we trust. 

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Insurance Brokers

The RIGHT insurance is an important part of a Financial Plan. We've partnered with an Insurance Brokerage to provide you access to dozens of companies to get the best value. 

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Any discussion of taxes is for general information purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate. Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.