Best Laid Plans: 2022 Edition

What goals are you making a plan to accomplish in 2022?

Kelley O’Dell, Client Relations

“I plan to continue learning French, get back into my Peloton routine, and stay involved in my children’s schools.”

Andrew Perry, Advisor

“I plan to spend more time outdoors—hiking, fishing, camping—but also read more (at least one book per month) and get in better shape.”

Danielle Sanders, Reception

“I want to spend more quality time with my kids, undistracted—and spend less time in front of screens.”

Rob Foss, CCO/Portfolio Manager

“Plans? I’m married with two kids, ages two and four. I’m just hoping to survive.”

Kyle Shelley, Advisor

“I’m most excited to help build [EdgeRock’s] media platform and content creation to educate people on investing and in creating a sustainable, compounding funnel for new business.”

Rebecca Herbert, Client Relations

“Well, my main goal is to not have Cory [fiancé] run away at the alter! But I do have a New Years resolution to reconnect with people every month. I want to reach out to someone who either I haven’t spoken to in a while or someone who might need someone to talk to. My plan is to just reach out!”

Kyle Gerken, Director of Business Development

“I’m trying to gain a full 100 pounds. Or lose 100 pounds. Haven’t decided yet!”

Niki Hicks, Marketing Designer

“My plan this year is to spend more time illustrating my dog. He always makes me laugh and I might have enough material to start a comic about him.”

Tyler O’Dell, Advisor

“Really looking forward to meeting some great families and making a name for EdgeRock this year here in Grand Junction. That and maybe dropping a couple pandemic pounds!”

Ryan Murphy, Director of Marketing

“Looking forward to riding my bike, traveling somewhere new, and getting back on stage to play some music again.”

Kyle O’Dell, President

“My plan this year is to get more involved in the community.”






Posted in

Ready to Take The Next Step?

For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.

Or give us a call at 303.780.7350