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Makenna Ochs

Advisor at Rude Wealth Advisory

Updated today

Location

Olney, IL 62450

Credentials

Series 66

Industry experience

1 year

About

Makenna Ochs is a financial advisor at Rude Wealth Advisory with one year of industry experience. She holds the Series 66 designation and has previously worked at Madison Avenue Securities, Vineyard Financial, First Mid Wealth Management, First Mid Bank & Trust, and First National Bank in Olney. Rude Wealth Advisory serves individuals, families, trusts, estates, charitable organizations, and employer plan sponsors by providing investment management, financial planning, tax preparation, accounting, and retirement plan consulting. The firm employs a client-specific investment approach combining fundamental and technical analysis with modern portfolio theory and offers employer-facing financial wellness programs alongside integrated tax and bookkeeping services.

Client services

Based on Rude Wealth Advisory

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Based on Rude Wealth Advisory

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)

Occupation focus

Based on Rude Wealth Advisory

Founder/Business Owner Retired

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Fee options

Fixed

Project-Based Financial Planning fees start at $500; Tax Return Preparation fees start at $100 and up; Accounting Set Up and Record Keeping start at $250 per month

Percentage

$0 - $500,000: 1.00% $500,001 - $2,000,000: 0.75% $2,000,001 - $3,000,000: 0.50% $3,000,001+: No additional fee

Project-based

$250 per hour for Financial Planning and Retirement Plan Consulting services; $250 per hour for Accounting services (may be hourly or monthly)

Subscriptions

Ongoing Financial Planning: $275 per month; Workplace Financial Wellness Benefit: $25 per employee per month

Other

Account minimum: $200,000 (may be waived at firm's discretion) Fee-only: Ongoing Financial Planning: $1,000 upfront plus $275 per month; Hourly Financial Planning: $250 per hour; Project-Based Financial Planning: starting at $500 fixed fee; Tax Return Preparation fees range from $100 to $1,200 plus hourly fees; Accounting Set Up and Record Keeping: starting at $250 per month or $250 per hour; Retirement Plan Consulting: 0.50% of plan assets or $250 per hour; Workplace Financial Wellness Benefit: $25 per employee per month

Location

401 S Whittle Avenue

Olney, IL 62450

Most active in

Illinois · Indiana

Work history

Rude Wealth Advisory

2025 - Present (1 year)

Madison Avenue Securities

2022 - 2025 (3 years)

Vineyard Financial

2022 - 2025 (3 years)

First Mid Wealth Management

2022 - 2022 (1 year)

First Mid Bank & Trust

2020 - 2022 (2 years)

First National Bank in Olney

2018 - 2020 (2 years)

Tractor Supply Company

2017 - 2018 (1 year)

Newton Community High School

2014 - 2018 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Chelsea R

CFP®, EA

Olney, IL

Rude Wealth Advisory

Education & Designations I have a bit of a healthy obsession with learning. I am a proud graduate of Olney Central College, where I now get the pleasure of serving on the Foundation Board. I received my B.S. in Finance from Eastern Illinois University and my Masters in Personal Financial Planning from CFFP. Along the way, I’ve earned a few other designations. I am a CERTIFIED FINANCIAL PLANNER™ Professional as well as an Enrolled Agent. Outside of my work as an advisor, I teach courses in business and finance at Vincennes University. Work History While in college I worked for a couple of banks, but my first position with true financial planning experience was with a firm in Urbana, IL in 2010. I consider myself blessed to have avoided the insurance sales or door knocking gigs so many “advisors” start out with. At Franklin Wealth Advisors, I was able to learn from an expert with several decades of experience and an undeniable passion for the work. At the end of 2014, I left FWA to move back home to join a local bank. From the end of 2014 to Spring 2021 I provided financial planning services, managed the investment assets for the Trust department, and lead the IL Wealth Management team. I worked with families in all stages of life to develop and implement plans to achieve their goals. At the end of 2020, I decided it was time to move on and begin plans for a new journey – starting my own firm. My goal for Rude Wealth Advisory is to narrow my focus to a smaller group of clients, allowing me to provide a superior level of personalized service. Personal / Family My husband, Bill, and I have been together since 2010 and married since 2013. We are both originally from Richland County, so the decision to move “home” in 2014 was mutual. We have two kids, Olivia & Henry, and are grateful to have both sets of grandparents along with siblings, cousins, aunts, uncles, etc. living close by. As a family, we love being active outside and traveling to new places. My “Why” Our work plays a critical role in our identities, whether we realize it or not. It brings to light our strengths and weaknesses and provides affirmation of our life’s purpose. We all have unlimited potential to positively impact others, and I consider myself blessed to have found the connection between providing value to others and meaning to myself in such a rewarding field. I’ve always had a passion for numbers and business. When inside the wrapper of helping families reach their goals, this work is even more fulfilling.

ESG / Sustainable investing Tax strategies for small businesses Founder/Business Owner Christian Faith Based
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Dylan S

Series 65

Olney, IL

Rude Wealth Advisory

Dylan Seessengood is a financial advisor at Rude Wealth Advisory with a Series 65 designation and experience dating back to 2021. His prior roles include positions at Green Acres and Southern Illinois University Carbondale, as well as work in education and cleaning services. Rude Wealth Advisory serves individuals, families, trusts, charitable organizations, and employer plan sponsors by providing investment management, financial planning, tax preparation, accounting, and retirement plan consulting. The firm combines fundamental and technical analysis within a client-specific investment framework and offers employer-focused financial wellness programs alongside integrated tax and bookkeeping services.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Ashlee V

Series 65

Olney, IL

Rude Wealth Advisory

Ashlee Vaughn is a financial advisor at Rude Wealth Advisory with one year of industry experience. She holds a Series 65 credential and previously worked at TrustBank from 2018 to 2021. Prior to her financial career, Ashlee had roles outside the industry, including positions at Bobe's Pizza and Richland County High School. Rude Wealth Advisory serves individuals, families, trusts, estates, charitable organizations, and employer plan sponsors by providing investment management, financial planning, tax preparation, accounting setup, and retirement plan consulting. The firm employs a client-specific investment approach combining fundamental and technical analysis with modern portfolio theory, and offers employer-facing financial wellness programs alongside integrated tax and bookkeeping services.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Aaron K

Series 66

Olney, IL

Packerland Brokerage Services, Inc.

Aaron Kapper is a financial advisor at Packerland Brokerage Services, Inc. with five years of industry experience. He holds the Series 66 designation and has worked at Packerland since 2020. Outside of his advisory role, Kapper is involved in managing an accounting firm, Kapper & Company, where he handles tax returns, bookkeeping, and IT, and he also oversees a staffing firm, Job Works, Inc. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory solutions through a variety of platforms, including firm-managed portfolios and third-party arrangements, with a focus on individualized planning and routine client reviews.

Retirement income strategy Options & derivatives strategies Wealth management
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Andrew K

Series 63, Series 66

Olney, IL

Packerland Brokerage Services, Inc.

Andrew Kapper is a financial advisor with Packerland Brokerage Services, Inc. in Olney, IL, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at KAPPER & Co Ltd and Packerland Brokerage Services since 2012. Outside of his advisory work, Kapper is president of Southeastern IL Youth Golf, Inc., a nonprofit organization promoting youth golf and personal growth. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services through firm-managed portfolios, third-party co-advisory arrangements, and fee-based programs, combining individualized planning with discretionary or non-discretionary account management.

Retirement income strategy Options & derivatives strategies Wealth management
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Anthony B

Series 66

Olney, IL

Raymond James Financial

Anthony Beal is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds a Series 66 designation and has been with Raymond James Financial Services, Inc. since 1999, including 17 years at Raymond James Financial. Raymond James Financial Services Advisors, Inc. serves a diverse client base that includes individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various programs and emphasizes tailored advice supported by extensive firm research and multiple implementation options.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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