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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®

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

Bio coming soon.

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

Bio coming soon.
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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

Bio coming soon.
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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

As our Director of Operations, Chase is the Wizard of Oz behind the curtains of EdgeRock. He's 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 register to attend a seminar.

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