Meet the Team

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…

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 person had a unique story or goal to address—a lesson he plans to carry over to his new line of work. Based in Grand Junction,…

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, there’s also the wry sense of humor and folksy earnestness stemming from an upbringing in the American South, but it’s the seriousness that sticks with…

Kyle Shelley’s path took a more unique route than most financial advisors. The more you talk with him, the more his passion and goals come to light—and that’s having a genuine caring for people who want to make their financial lives not only better, but thrive. We sat down with Kyle Shelley to get into…