Meet the Team
Team Spotlight: Rachel
Some of you may have noticed a new face here at EdgeRock. Rachel Lowther joins us as our new administrative assistant and event planner, while Danielle transitions into a new…
Read MoreThank you for a wonderful 2022
As 2022 comes to an end, we would like to express our heartfelt gratitude for you—our clients. Thank you for letting us be a part of your journey. We are…
Read MoreJordan’s New CPWA Designation
At EdgeRock, we’re very committed to getting better. Sometimes it’s taking golf lessons or salsa classes on the weekends, but most of the time? Our team is pushing hard to…
Read MoreBest 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…
Read MoreTyler O’Dell: From Lawyer To Financial Plan Deployer
After practicing law for nearly a decade, Tyler O’Dell made a big pivot last year into the world of finance. He discovered, through his work in the courtroom, that each…
Read MoreAndrew Perry: A Decade Crusade To EdgeRock
Sometimes you just know talent when you see it. With more than ten years of industry experience, Andrew Perry carries himself with a quiet confidence that demands your attention. Sure,…
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