EdgeRock

Kyle O'Dell, CEPA®

Founder & President

EdgeRock

Danielle Sanders

Administrative Assistant

EdgeRock

Rob Foss, CFA®

Portfolio Manager

EdgeRock

Kyle Gerken

Director of Business Development

EdgeRock

Kelley O'Dell

Client Service Manager

Kyle Shelley

Kyle Shelley, CWS®, CEPA®

Financial Advisor

EdgeRock

Tyler O'Dell

Financial Advisor

EdgeRock

Nikirana Hicks

Marketing Designer

EdgeRock

Ryan Murphy

Director of Marketing

Jacob Green

Jacob Green

Financial Advisor

Kyle O'Dell, CEPA®

Founder & 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?Read Kyle's Full Story Here
 
Denver, CO

Danielle Sanders

Administrative Assistant

Danielle is the first friendly face you see when you walk into the EdgeRock office and 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!
Denver, CO

Rob Foss, CFA®

Portfolio Manager

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.
 
Denver, CO

Kyle Gerken

Director of 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.
 
Denver, CO

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.
 
Denver, CO

Kyle Shelley, CWS®, CEPA®

Financial Advisor

Denver, CO

Tyler O'Dell

Financial 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.
 
Grand Junction, CO

Nikirana Hicks

Marketing Designer


Nikirana, known to her friends and colleagues as "Niki," 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 will oversee 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 cooking potato soup.
Denver, CO

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.
 
Denver, CO

Jacob Green

Financial Advisor


Jacob Green has been serving the financial needs of Bend-area residents for nearly two decades. He opened and manages the Oregon branch office for EdgeRock, working with clients to provide confidence, clarity, and control as they work toward building their financial future. Jacob lives with his wonderful wife, Dinah, and their three young children, Gabriel, Adley, and Gideon. When he's able to find spare time, Jacob seeks adventure of all kinds, flying down mountains on his snowboard or bike, firing arrows at the archery range, cooking something new, or spending quality time with family and friends.
 
937 NW Newport Ave, Suite 211, Bend, OR 97703

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 register to attend a seminar.

Or give us a call at 1 (888) 299-3994