About

A proven process for anyone overwhelmed by finances

We are the first fee-only financial planning firm that utilizes mind mapping interactively with clients to help them see both the financial and the non-financial variables. The InsightMap from Wheaton Wealth Partners brings clarity to your financial life and helps you make the right decisions and gain confidence in your future. Learn more about mind mapping and the InsightMap Preview Meeting.

If you or your spouse has ever had the experience of becoming overwhelmed when people start talking numbers, the InsightMap from Wheaton Wealth Partners is transformational in making your financial picture clear and helping spouses to develop a unified understanding of financial issues.

Read the story of Wheaton Wealth Partners

InsightMap



CFP
Financial Planning Association
NAPFA
Fee Only



Services

Wheaton Wealth Partners is an independent, fee-only Registered Investment Advisor. We never receive commissions on products or services we recommend, so you can always be confident that our recommendations have your best interest in mind.

Personalized Financial Planning

Fee-only financial planning means there is no hidden fees or commission.

Multi-Generational Planning

Helping families through life transitions

InsightMap Preview

Start here and experience the power of InsightMapping to bring clarity to your financial life
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Charitable Planning Strategies

Navigating clients on how to maximize their charitable giving

Investment Advisory

Ongoing advice with direct access with our Chartered Financial Analyst

InsightMap Assessment

Receive a baseline assessment and for a flat fee based on the complexity of your financial life
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Tax Planning

As part of our financial planning we help client minimize tax liability



You can only make the right financial decisions when you can see the whole picture.

Rob O'Dell



Our Team



Robert K. O’Dell, CFP®

Robert K. O’Dell, CFP®

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Heather M. Coulter, CFP®

Heather M. Coulter, CFP®

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John Dragstrem, CFP®

John Dragstrem, CFP®

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John G. Finley, CFA

John G. Finley, CFA

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Lillian Hoyer

Lillian Hoyer

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Matt Koupal

Matt Koupal

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Robert K. O’Dell, CFP®

Robert K. O’Dell, CFP®

Rob puts the “plan” in financial planning. With more than 20 years of experience, Rob knows that successful financial planning involves a distinct process, not a one-time event. He has applied his vision and expertise to help shape Wheaton Wealth Partners’ Planning Process, which involves the discovery and clarification of goals to formulate a detailed wealth management plan that is unique to each client. Prior to co-founding Wheaton Wealth Partners, Rob developed the financial planning arm for LVM Capital Management, Ltd. In the mid-90s he worked in Carmel, Ind., for Renaissance, Inc., the country’s leader in charitable planning strategies and administration.

Rob grew up in Wisconsin. He graduated from Wheaton College in Wheaton, Ill., in 1989 with a Bachelor of Arts degree in communication. He obtained the Certified Financial PlannerTM certification in 1994. He and his wife Jeannine have two sons in grade school. Rob enjoys family activities and competing in triathlons.

Rob and his family are very active in their church and community.

rob@wheatonwealth.com

Heather M. Coulter, CFP®

Heather M. Coulter, CFP®

Heather is a rising star in the financial planning industry and co-founder of Wheaton Wealth Partners. She has more than 15 years of experience in the financial field, assisting with tax return preparation and overseeing various financial advisor roles. She received her Accredited Asset Management Specialist (AAMS) in 2001 through the College of Financial Planning and successfully completed her Certified Financial PlannerTM (CFP®) designation in 2005 through DePaul University. She is a member of the Financial Planning Association and local Women’s Insight Networking Services (W.I.N.S.). Heather understands the challenges faced by women today and has built lasting relationships with her clients.

Born and raised in Minnesota, Heather has two daughters; one is in college studying art therapy and the other is in high school and participates in several athletic programs.

Heather is a Certified Jazzercise® Workout Instructor and franchise owner. She finds great reward in assisting people with becoming healthier and improving themselves in mind, body and soul! Through her involvement with Back in the Swing USA®, a grassroots nonprofit organization dedicated to protecting and improving the health of survivors of breast cancer, Heather helps women get fit while having fun and helps them to find their new normal.

heather@wheatonwealth.com

John Dragstrem, CFP®

John Dragstrem, CFP®

I love working with all types of families but I have a particular affinity for families with special needs loved ones. Having an older brother who has Cerebral Palsy I have firsthand experience with the emotional and technical complexities associated with building an effective plan for families in this situation.

Wheaton Wealth Partners is the forward thinking innovative team serving families with complex financial situations. We help our clients achieve clarity and confidence by leveraging our highly skilled staff and effective technology. We do this while maintaining a personal touch.

I have enjoyed my involvement with Hearts for Honduras and participated in five missions. The organization began its mission to help Hondurans in the village of Montanuela rebuild their lives following the devastation of Hurricane Mitch in 1998. This experience has helped me develop my collaborative skills in a culture much different than one I normally live.

johnd@wheatonwealth.com

John G. Finley, CFA

John G. Finley, CFA

John, a Chartered Financial Analyst, oversees our investment advisory process and conducts investment reviews for clients. He also shares periodic market commentary.

John has more than 13 years of experience managing institutional fixed-income portfolios, with extensive expertise in investment grade asset classes, including government and corporate bonds and mortgage-backed and asset-backed securities. He most recently served as senior portfolio manager at BNP Paribas Investment Partners.

John earned his MBA in finance from Northwestern University’s Kellogg Graduate School of Management and has a Bachelor of Science degree from the University of Illinois School of Business at Urbana-Champaign. He serves as an adjunct professor of finance at Wheaton College and teaches a course entitled “Investment Analysis and Capital Markets,” an upper-level business/economics course.

John supports various charitable organizations and enjoys tennis, Ping-Pong, jazz, Frisbee dogs, reading, and biking.

johnf@wheatonwealth.com

Lillian Hoyer

Lillian Hoyer

Lillian joined Wheaton Wealth Partners in October 2011. She has more than 30 years of experience in client services, operations and project management.

Working with people is the most satisfying aspect of Lillian’s job. She enjoys spending time with her extended family, gardening, reading and walking. Lillian was born and raised in Wheaton and has a son and daughter-in-law.

lillian@wheatonwealth.com

Matt Koupal

Matt Koupal

Matt Koupal graduated with distinction from Iowa State University’s School of Engineering, and married his bride, JoAnne, 10 days later. His early career includes various positions of increasing responsibility at Procter and Gamble and Frito Lay. He then relocated to Naperville to take a position as Plant Manager in a privately held chemical distribution company. Matt’s work in the chemical industry spanned 23 years before he finally retired as VP of Operations from Rowell Chemical Corporation in February 2013. He also completed Masters level coursework in Education from Aurora University in anticipation of future teaching experiences.

Matt and JoAnne have two happily married daughters, Amy and Sarah, and three granddaughters, in addition to their special needs son, Luke.

Matt now works daily to build his son Luke’s confidential document destruction business, Shredigator, and often serves in volunteer capacities with Younglife Access and Bible Study Fellowship. He has considerable experience navigating the overwhelming complexities faced by parents raising special needs children. As a Wheaton Wealth team member, Matt will share this experience with those who care for loved ones with special needs; and, help guide them through their unique set of challenges.

matt@wheatonwealth.com

Contact us

Use the form below or call our office at (630) 221-9222. You can also email us at info@wheatonwealth.com

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