Meet the people dedicated to helping you realize your ideal financial future.
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?”
Director of Operations
We have high standards at EdgeRock—because your finances deserve the highest quality service and attention. Jade is responsible for maintaining our team's performance, ensuring every cog in our system is operating at full-capacity. As a recent transplant from Nashville, Jade has fallen in love with the outdoor splendor of Colorado, making frequent trips to the mountains to enjoy the scenery. When not at our office, she's an active member in the animal fostering community.
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. | Experience & Credentials
Relationship Development Manager
Building new relationships is hard. It takes time to learn how to communicate and establish trust. That's why we enlist Peggy to make sure every family introduced to EdgeRock immediately feel like they're at home, from the moment they walk through our door. Peggy originally hails from Michigan, but has called Colorado home for more than 25 years. When not lighting up the EdgeRock office, she enjoys spending time with family and helping run the restaurant she owns with her husband in Castle Rock.
Asset Transfer Specialist
Making important decisions about finances is difficult. That's why, when a new household joins the EdgeRock family, it's essential we make the transition both a seamless and assuring experience. Rebecca coordinates with clients and our custodian to ensure the process is timely, organized, and well-communicated. When not in the office, she loves spending time with her family, particularly her two nieces and soon-to-be nephew. She also takes great interest in the local craft food and farming community, frequenting many of the area's favorite farmers markets.
When we say a financial plan is more than just a portfolio, we mean it. As EdgeRock's resident Medicare expert, Jacob Green ensures our clients have the information they need to make informed decisions about healthcare and how it might affect one's financial plan. When not keeping tabs on various state and local healthcare regulations, he's tearing up the slopes and bike trails of beautiful Bend, Oregon, where he resides with his wife and two young children.
937 NW Newport Ave, Suite 211, Bend, OR 97703
Client Services 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.
Our teams newest addition joins us from a local compliance startup, where she employed her considerable visual design talents to produce a wide variety creative content. At EdgeRock, Nikirana 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. Nikirana, known to her friends and colleagues as "Niki," is a 2018 transplant to the Denver-area from Oakland, CA. (But not a Raiders fan—we checked!) In her spare time, she enjoys illustrating and reading—working on a children's book that we can't wait to see. She studied for two years in Nicaragua and has really enjoyed getting to know the Colorado art community.
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.