Edgerock Wealth Management

Chase Adler is a financial advisor at EdgeRock Wealth Management in Denver, CO, holding Series 63 and Series 66 licenses with 11 years of industry experience. His prior roles include positions at Morgan Stanley and Charles Schwab & Co., Inc. Outside of advising, he works as a consultant and industry expert for Guidepoint/Alphasights. EdgeRock Wealth Management serves individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations, managing approximately $470 million across a nine-advisor team. The firm employs a combination of fundamental and technical analysis, tactical and strategic asset allocation, and value investing, with services that include portfolio management, financial planning, and the use of unaffiliated independent managers.

Danielle Hage is a financial advisor at EdgeRock Wealth Management with a Series 65 credential and two years of industry experience. Prior to joining EdgeRock, she worked in real estate with Coldwell Banker Distinctive Properties and has operated as a professional photographer and fitness instructor. Outside of advising, she assists clients in buying and selling homes through her real estate business. EdgeRock Wealth Management serves individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations, managing approximately $470 million across a nine-advisor team. The firm employs a combination of fundamental and technical analysis, offering strategies tailored to client objectives and risk tolerances, and includes digital assets and crypto funds in its investment offerings.

John Hill is a CFP®-certified financial advisor with 14 years of industry experience, currently serving at Edgerock Wealth Management. His prior experience includes roles at Financial Engines Advisors, Robinhood Financial, Schwab Private Client Investment Advisory, and Charles Schwab. In addition to his advisory work, he is also licensed as an insurance agent involved in insurance sales and service. Edgerock Wealth Management serves individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations, managing approximately $470 million across discretionary accounts with a nine-advisor team. The firm employs a combination of fundamental and technical analysis with both tactical and strategic asset allocation, including value investing and cryptoasset options, and offers additional services such as held-away account management and educational workshops.

Kyle Gerken is a financial advisor at Edgerock Wealth Management in Denver, CO, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and Crestone Securities LLC. Edgerock Wealth Management serves individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations with a nine-advisor team managing approximately $470 million. The firm employs a combination of fundamental and technical analysis, using both long- and short-term strategies and value investing tailored to client objectives, with annual portfolio reviews.

Kyle O’Dell is a financial advisor with Edgerock Wealth Management in Denver, CO, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at AE Wealth Management, Corecap Advisors, and Secure Wealth Strategies, among other firms. Outside of advisory roles, he owns a marketing business that supports Edgerock Wealth Management. Edgerock Wealth Management serves individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations, managing approximately $470 million with a nine-advisor team. The firm employs a combination of fundamental and technical analysis and integrates long- and short-term strategies, tactical and strategic asset allocation, and value investing tailored to client objectives.

Robert Foss is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He is currently with EdgeRock Wealth Management, where he has worked since 2020, and previously held roles at AE Wealth Management and Reverse Polish, LLC. Outside of his advisory work, Foss is an owner and board member of a company involved in industrial and rock slinging operations. EdgeRock Wealth Management serves individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations, managing approximately $470 million across discretionary accounts with a nine-advisor team. The firm employs a combination of fundamental and technical analysis along with various investment strategies, including tactical and strategic asset allocation, and incorporates crypto assets into its offerings with specific risk disclosures.

Ryan Mckown is a financial advisor at EdgeRock Wealth Management in Denver, CO, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Fidelity Investments and Tributary Real Estate. EdgeRock Wealth Management serves individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations, managing approximately $470 million across discretionary accounts with a nine-advisor team. The firm employs a combination of fundamental and technical analysis along with strategic and tactical asset allocation, offering services that include portfolio management, financial planning, and the use of independent managers.

George Von Eiff Jr. is a CFP® with 27 years of industry experience, currently serving as an advisor at Edgerock Wealth Management in Denver, CO. His career includes roles at LPL Financial, First Interstate Bank, Great Western Bank, and a long tenure at TIAA-CREF. Edgerock Wealth Management provides advisory services to individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations, managing approximately $470 million through a nine-advisor team. The firm employs a combination of fundamental and technical analysis with both tactical and strategic asset allocation, and offers services including portfolio management, financial planning, and management of held-away accounts, incorporating digital assets and crypto funds in its investment options.

Pierce Aichinger is a financial advisor at EdgeRock Wealth Management in Denver, CO, holding a Series 65 designation with two years of industry experience. Prior to joining EdgeRock in 2023, he worked at Nora's Retro for four years and has academic experience from a university setting spanning seven years. EdgeRock Wealth Management provides advisory services to individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations, managing approximately $470 million across a nine-advisor team. The firm employs a combination of fundamental and technical analysis, with both tactical and strategic asset allocation, and offers services including portfolio management, financial planning, and the use of independent managers.

Jerad Daniels is a financial advisor at EdgeRock Wealth Management in Denver, CO, holding Series 63 and Series 65 licenses with two years of industry experience. His previous roles include positions at Charles Schwab and DeMarche Associates. EdgeRock Wealth Management serves individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations through portfolio management, financial planning, and consulting, employing a mix of fundamental and technical analysis alongside various investment strategies tailored to client objectives.

Tyler O'dell is a Series 65-licensed advisor with Edgerock Wealth Management in Denver, CO, where he has worked since 2021. He has four years of industry experience and previously served in the 21st Judicial District Attorney’s office for six years. Outside of his advisory role, O'dell is actively involved in community service, serving as President of the Grand Junction Horizon Sunrise Rotary Club and holding board positions with the Center for Children and the Rocky Mountain Elk Foundation. Edgerock Wealth Management serves individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations with a range of advisory services including portfolio management, financial planning, and consulting. The firm employs a combination of fundamental and technical analysis and utilizes both long- and short-term investment strategies tailored to client objectives and risk tolerances.