Meet our team.

We help individuals and families pursue their ideal retirements.

kyle

Kyle O'Dell
President

Kyle O’Dell began crafting financial strategies to help meet the complex needs of families more than two decades ago — and his commitment to their lasting financial goals has only grown stronger since. As president of EdgeRock Wealth Management, he brings an unrelenting passion for solving problems and a keen understanding for the demanding expectations of his clients. Every meeting begins with one simple question: “How do you want to spend the rest of your life?”

peggy

Peggy Epstein
Reception/Client Services

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Rob Foss
Financial Advisor

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Jade Beazley
Operations Manager

Kelley O'Dell (Web-Res)

Kelley O'Dell
Client Services Specialist

rebecca

Rebecca Harbert
Asset Transfer Specialist

ryan

Ryan Murphy
Director of Marketing

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Jacob Green
Financial Professional

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