Meet Our Team

Choose a Department
  • AngelinaSanchez
    New Client Engagement
  • RachelElliott
    Event Planning Coordinator
  • ReeceLong
    Creative Lead
  • RyanMurphy
    Director of Marketing
  • Choose a Department
  • KyleO'Dell
    CEPA®
    Founder + CEO
  • RobFoss
    CFA®
    Chief Investment Officer
  • DanielleSanders
    Director of Client Services
  • ChaseAdler
    Director of Operations
  • RyanMurphy
    Director of Marketing
  • KyleGerken
    Financial Advisor
  • TylerO'Dell
    JD
    Financial Advisor
  • ChipVon Eiff
    CFP®
    Financial Advisor
  • JeradDaniels
    MBA, CFP®
    Financial Advisor
  • JohnHill
    CFP®
    Financial Advisor
  • PierceAichinger
    Director of Investments
  • AaronLarson
    IACCP®
    Chief Compliance Officer
  • KelleyO'Dell
    Client Services
  • DanielleHage
    Client Services
  • HopeStrunk
    Client Experience Coordinator
  • MacWillis
    Operations Specialist
  • RonnieDawson
    FPQP®
    Financial Planner
  • RyanMcKown
    Financial Planner
  • RachelElliott
    Event Planning Coordinator
  • AngelinaSanchez
    New Client Engagement
  • ReeceLong
    Creative Lead
  • KyleO'Dell
    CEPA®
    Founder + CEO
    RobFoss
    CFA®
    Chief Investment Officer
    DanielleSanders
    Director of Client Services
    ChaseAdler
    Director of Operations
    RyanMurphy
    Director of Marketing
    KyleGerken
    Financial Advisor
    TylerO'Dell
    JD
    Financial Advisor
    ChipVon Eiff
    CFP®
    Financial Advisor
    JeradDaniels
    MBA, CFP®
    Financial Advisor
    JohnHill
    CFP®
    Financial Advisor
    PierceAichinger
    Director of Investments
    AaronLarson
    IACCP®
    Chief Compliance Officer
    KelleyO'Dell
    Client Services
    DanielleHage
    Client Services
    HopeStrunk
    Client Experience Coordinator
    MacWillis
    Operations Specialist
    RonnieDawson
    FPQP®
    Financial Planner
    RyanMcKown
    Financial Planner
    RachelElliott
    Event Planning Coordinator
    AngelinaSanchez
    New Client Engagement
    ReeceLong
    Creative Lead

    Let's take your next step.

    Every EdgeRock relationship begins with an easy conversation. Complete the form and a member of our team will call to learn what’s important to you.

    Here’s what you can expect:

    Phone Call

    A member of our team will reach out to learn about you and answer your questions.

    Discovery Meeting

    We will meet to discuss goals, outline assets, and talk through the elements of an EdgeRock relationship.

    Design a Plan

    We will build a truly custom tax, income, and investing plan designed especially for you.