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Executive Team

The team of professionals at ODI Financial share a dedication to providing superior customer service that’s second-to-none and a commitment to delivering innovative financial solutions. Our experience and expertise in insurance, wealth management and financial planning service is unparalleled. Our professionals are among the best in their respective fields.

Mark Dorfman Chief Executive Officer

Mark Dorfman
Chief Executive Officer

Julian Schubach
Senior Vice President, Wealth Management

Lori Vines  Vice President, Corporate Benefits

Lori Vines
Vice President, Corporate Benefits

Marc Palmquist Vice President, Insurance Services

Marc Palmquist
Vice President, Insurance Services