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Advisors

Kyle O'Dell

Founder/CEO

CEPA®
Advisors

Kyle Gerken

Business Development

Advisors

Kyle Shelley

Advisor

CWS®, CEPA®
Advisors

Jerad Daniels

Paraplanner

MBA
Advisors

Tyler O'Dell

Advisor

J.D.
Advisors

Chip Von Eiff

Advisor

CFP®
Advisors

Brett Tomlinson

Financial Advisor

CFP®
Advisors

Paige Dicarlo

Paraplanner

Kyle O'Dell

Founder/CEO

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?Read Kyle's Full Story Here.

Kyle Gerken

Business Development

Over the past nine years, Kyle Gerken has seen the economy and tax environment twist and turn every which way. He's since become an important resource for families and business leaders looking to build toward their financial future. As a Series-65 fiduciary advisor at EdgeRock, Kyle is dedicated to providing education about the value of careful and comprehensive retirement planning and advanced wealth management strategies. An Arizona transplant, he's quickly acclimated to the Colorado altitude, taking to the Rocky Mountains on weekends any chance he gets.

Kyle Shelley

Advisor

Bio coming soon.

Jerad Daniels

Paraplanner

Jerad grew up in Kansas City, MO where he graduated from Missouri State University with a bachelor’s degree in finance in 2020, followed by a Master’s degree in Business Administration in 2021. He then promptly moved to Denver to start his career at Charles Schwab as an Advanced Broker. After gaining industry experience, Jerad wanted to assist clients on a more holistic approach, leading him to join EdgeRock as a Paraplanner. In this role, he became fluent in comprehensive financial planning and passed the Certified Financial Planner (CFP®) exam in March 2024. Jerad now serves as one of the firms Financial Planners where he develops, implements, and monitors personalized financial plans for families. When Jerad is not crunching financial plans and watching the Chiefs play, he enjoys snowboarding, hiking, and spending time with friends and family.

Tyler O'Dell

Advisor

Tyler O'Dell understands that crafting a winning game plan is instrumental in achieving success for families and their finances. With a bachelor's degree from Colorado State University and a law degree from the University of Wyoming College of Law, he spent the early part of his career as a trial attorney, where he focused on creating thoughtful strategies aimed at perfect execution in the courtroom. Tyler's passion now lies in helping others work toward a successful financial future. When Tyler isn't at the office, he enjoys fishing, archery, reading, cooking, and spending time with his wife and their dog, Zeke, in Grand Junction, CO, where he resides.

Chip Von Eiff

Advisor

A 27 year veteran of the Financial Services industry, Chip prides himself on making difficult financial strategies and terminology seem simple and easy to understand. Originally from the New York suburbs, Chip spent 3 years working in Manhattan before deciding to move to Colorado to enjoy the fantastic lifestyle the state offers. During his time in here, Chip has worked for several Financial Services firms (both large and small) before joining EdgeRock, where he appreciates the opportunity to get to know his clients on a more intimate level. Chip has shown his commitment to serving his clients by completing the Certified Financial Planner (CFP®) designation. On days that Chip is not serving his clients, you can find him skiing, mountain biking, and enjoying time with his two children.

Brett Tomlinson

Financial Advisor

While new to EdgeRock, Brett is certainly not new to the financial industry with 17 years of experience. A diverse background in banking, insurance and wealth management, he brings a unique perspective when reviewing client resources. Brett has a passion for helping families achieve their financial objectives using a comprehensive approach to understand their values, goals, and priorities, providing analysis on where they currently stand and advising on strategies to optimize their outcomes. As a Certified Financial Planner, he ensures clients best interests are at the forefront for any recommendations. Outside of the office, Brett enjoys spending time with family and exploring the beauty of Colorado. 

Paige Dicarlo

Paraplanner

After devoting a decade of career to operations and administration, Paige landed a role in the banking industry. Immediately, she experienced greater alignment by bringing her skillset into to the world of finance. Shortly thereafter, Paige was recruited for a hybrid role as a Practice Administrator and Financial Planning Associate by a small and mighty firm in the wealth management sector. While thriving in this role, this born and raised Midwest gal could no longer delay her ever dormant dream of relocating to the mountains!

Committed to driving forth her career in wealth management, Paige researched fiduciary firms in Denver and when she discovered EdgeRock, she was compelled to look nowhere else. As a paraplanner with EdgeRock, Paige assists our Financial Advisors with building financial plans for our prospective and current clients. When she's away from the office, you'll find her training at the gym, exploring outdoors, continuing her education, and finding new ways to get acquainted with Denver and the surrounding area.
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Investment Team

Rob Foss

Chief Investment Officer

CFA®
Investment Team

Pierce Aichinger

Lead Analyst

Rob Foss

Chief Investment Officer

Every wealth management team should have someone who's absolutely deadly with a spreadsheet. At EdgeRock, that person is Rob, our diligent and determined portfolio manager. He goes to great length every day to position EdgeRock investments for success, because quality active money management requires more attention than just light quarterly rebalancing. When not sifting through market data and pounding away on his HP12c, Rob likes spending time with friends and family. He enjoys hiking, playing golf, reading, and cooking.

Pierce Aichinger

Lead Analyst

As an Analyst at EdgeRock, Pierce plays a pivotal role in overseeing the financial well-being of our clients. His duties encompass a wide array of tasks, including trading activities, exploring new investment opportunities, and crafting customized asset allocations tailored to each family's unique needs and aspirations. With a keen eye for market trends and a deep understanding of investment strategies, Pierce is adept at identifying opportunities that maximize returns while mitigating risks. Whether it's analyzing market data, conducting thorough research, or implementing sophisticated trading strategies, Pierce is dedicated to optimizing portfolios and delivering exceptional results for his clients. Outside of his professional endeavors, Pierce is Colorado native who enjoys playing golf, hunting, and all things outdoors.
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Operations

Danielle Sanders

Client Service Manager

Operations

Kelley O'Dell

Client Service Manager

Operations

Chase Adler

Director of Operations

Operations

Kristina Figueroa

Administrative Assistant

Danielle Sanders

Client Service Manager

Danielle is an important part of the team by providing day-to-day assistance to advisors and clients. She not only has an excellent track record of organization skills and project management but is also great with people and has quickly become an indispensable member of our team. Danielle is a Colorado native who grew up in Aurora and went to UNC where she studied business administration—go bears! The next time you're in our office, make sure to say hello!

Kelley O'Dell

Client Service Manager

The EdgeRock experience doesn't end immediately following onboarding—in fact, it's only just beginning. Kelley works every day to ensure the ongoing needs of our clients are met, from arranging disbursement requests to updating account information. Away from EdgeRock, she's a busy mother of two, who enjoys golf, wine, and travel. Kelley knows a family's financial needs will never stop evolving, and a client's relationship with EdgeRock must evolve too.

Chase Adler

Director of Operations

Chase is an expert at translating Advisor's strategic goals into actionable plans, designing and implementing efficient processes between them and other departments. With a keen eye on innovation and adaptability, he identifies opportunities to integrate emerging technologies and processes that enhance your experience as a client with EdgeRock. His hobbies include reading fantasy novels, winning at trivia, and traveling.

Kristina Figueroa

Administrative Assistant

Kristina achieved her life-long dream of moving to Denver in 2021 after graduating from UC Santa Barbara with a degree in Communications. She recently found her passion for the world of finance and is putting her amazing organizational and client relations skills to use here at EdgeRock, all while she learns where she fits into the industry. When she is not baking our clients cookies, Kristina enjoys writing poetry, trying out new recipes, and going on adventures with her husband and their dog, Luna 
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Marketing

Nikirana Rodriguez

Marketing Designer

Marketing

Ryan Murphy

Director of Marketing

Nikirana Rodriguez

Marketing Designer

Nikirana is a 2018 transplant to the Denver-area from Oakland, CA. She joins us from a local tech/compliance startup where she employed her considerable visual design talents to produce a wide variety of creative content. At EdgeRock, Niki oversees our company brand, develop communications and experiences for our clients, and play a valuable role in helping our team execute the EdgeRock vision. In her spare time, she enjoys illustrating, reading, and going on walks with her dog, Charlie.

Ryan Murphy

Director of Marketing

While Ryan is primarily tasked with introducing EdgeRock to new families, he also plays a lead role in client communication, crafting newsletters, event promotions, and news concerning EdgeRock investment strategies and accounts. While not managing new creative initiatives and developing the EdgeRock brand, he enjoys spending time reading fiction, making music, and becoming more immersed in Denver's exciting art community. Ryan knows the most important part of any client experience is good communication and ensures our team has the best tools to keep our clients in the loop.

We do things differently.

The wealth management experience shouldn't just be an account number or a stock portfolio. At EdgeRock we build financial plans unique to every client, and that means knowing what's important to you. We want to know your aspirations, pastimes—understand the lives you aim to impact.

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Ready to Take The Next Step?


For more information about any of the products and services we provide, schedule a meeting today.

Or give us a call at (303) 780-7350