EdgeRock

Kyle O'Dell

Founder & President

EdgeRock

Danielle Sanders

Administrative Assistant

EdgeRock

Rob Foss

Portfolio Manager/CCO

EdgeRock

Rebecca Harbert

Client Relationship Director

EdgeRock

Kyle Gerken

Director of Business Development

EdgeRock

Kelley O'Dell

Client Relationship Director

EdgeRock

Jordan Rice, CFP®

Financial Advisor

Kyle Shelley

Kyle Shelley, CWS®

Financial Advisor

EdgeRock

Tyler O'Dell

Financial Advisor

Andrew Perry Advisor

Andrew Perry

Financial Advisor

EdgeRock

Nikirana Hicks

Marketing Designer

EdgeRock

Ryan Murphy

Director of Marketing

Jacob Green

Jacob Green

Financial Professional

Kyle O'Dell

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
 
Englewood, 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!
Englewood, CO

Rob Foss

Portfolio Manager/CCO


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
 
Englewood, CO

Rebecca Harbert

Client Relationship Director


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.
 
Englewood, CO

Kyle Gerken

Director of Business Development

Kelley O'Dell

Client Relationship Director


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.
 
Englewood, CO

Jordan Rice, CFP®

Financial Advisor


What does “Financial Success” mean to you? For some clients, it can be living a comfortable and dignified retirement while for others, it can be helping their children or grandchildren pay for education. No matter what “Financial Success” means to you, Jordan is passionate about helping you achieve your goals. He strongly believes that financial planning is more than just developing a plan, it is about creating genuine long-lasting relationships with individuals and families. Jordan works with everyone at EdgeRock to ensure that his clients receive the highest quality service.
 
Englewood, CO

Kyle Shelley, CWS®

Financial Advisor

Englewood, 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.  Tyler 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 thoughtfulness and passion to see others succeed drives him to work closely with his clients in order to develop strategies for a successful financial future. Tyler has a bachelor's degree from Colorado State University and a law degree from the University of Wyoming College of Law. When Tyler is not working, 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

Andrew Perry

Financial Advisor

 
 
Englewood, 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 working on a children's book that we can't wait to see.
Englewood, 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.
 
Englewood, CO

Jacob Green

Financial Professional


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

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.

Meet the EdgeRock team

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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