Kelley
O'Dell
What’s the first place that comes to mind when you’re looking to celebrate a special occasion?
My ideal way to celebrate anything is with family and friends, a fabulous dinner, glass of white wine, and good music.
Tell us about your favorite book/movie/show from the past year. What about it struck you? Why should others watch/read?
I’m a big fan of historical fiction and have been hooked on Kristin Hannah’s books this year. Her stories pull you into history with amazing characters, making even the toughest moments feel so real and alive. On the TV side, I love getting lost in period dramas, and I enjoy French movies to keep my language skills sharp. Best of all, I have a blast watching ’80s and ’90s family classics with my kids—those nostalgic movie nights are the best!
You’re on a desert island with a working turntable. What are are you spinning for the next year before help arrives?
Definitely Queen. They have a song for every occasion. Brings a smile to my face—and instant urge to dance.
Kelley’s career began in healthcare, where she helped patients navigate treatment planning at a large national dental support organization. Her ability to streamline processes, build trust, and train others quickly led her into leadership roles—eventually managing one of the company’s top-performing branches. Along the way, she was shaped by mentors who modeled excellence and instilled in her the values of adaptability, client focus, and strong communication.
At EdgeRock, Kelley brings that same combination of operational know-how and human connection to wealth management. She approaches every client relationship with genuine care, treating each person with the same respect and attention she gives her own family. Her goal is to ensure clients feel both supported and confident as they move into and through retirement.
Family plays a central role in Kelley’s life. Her parents inspired her work ethic, and she’s spent the past eight years working alongside family to grow EdgeRock into the firm it is today. She and her husband—EdgeRock’s CEO—have been partners in both life and business for more than a decade, raising two daughters together and sharing in the company’s growth with pride.
When she’s away from work, Kelley loves spending time with her family, playing golf, traveling, and attending concerts (usually at least one a month). She finds her greatest joy in watching her daughters discover the world and in creating a life full of meaningful experiences with the people she loves most.