Edgerock Wealth Management

Angelina Sanchez is a financial advisor at Edgerock Wealth Management in Denver, CO, holding a Series 65 credential. She has experience with Goldman Sachs and other firms dating back to 2015. EdgeRock Wealth Management serves individual and high-net-worth clients, as well as retirement plans, corporations, and charitable organizations, offering discretionary portfolio management, financial planning, and model-portfolio selection. The firm combines fundamental and technical analysis with strategic and tactical asset allocation, managing accounts on a discretionary basis and providing educational resources such as newsletters and webinars.

Chase Adler is a financial advisor at EdgeRock Wealth Management in Denver, CO, holding Series 63 and Series 66 licenses with 12 years of industry experience. He previously worked at Morgan Stanley and Charles Schwab before joining EdgeRock. Outside of his advisory role, he also serves as a consultant and industry expert for Guidepoint and AlphaSights on business topics. EdgeRock Wealth Management serves individual and high-net-worth clients, retirement plans, corporations, and charitable organizations with discretionary portfolio management, financial planning, and model-portfolio selection. The firm combines fundamental and technical analysis with strategic and tactical asset allocation, offering ongoing portfolio monitoring and educational resources.

Danielle Hage is a financial advisor at EdgeRock Wealth Management with one year of industry experience. She holds a Series 65 designation and previously worked in real estate at Coldwell Banker Distinctive Properties. Outside of advising, she operates a photography business and assists clients in real estate transactions through a separate brokerage activity. EdgeRock Wealth Management serves individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations, offering discretionary portfolio management, financial planning, and model-portfolio selection. The firm employs fundamental and technical analysis alongside strategic asset allocation and manages accounts primarily on a discretionary basis, with additional services including tax preparation through an affiliated entity.

John Hill is a financial advisor at Edgerock Wealth Management in Denver, CO, holding CFP® and Series 66 credentials with 15 years of industry experience. His prior experience includes roles at Financial Engines Advisors, Robinhood Financial, Schwab Private Client Investment Advisory, and USAA Financial Planning Services. In addition to his advisory work, he is also licensed as a life insurance agent. Edgerock Wealth Management serves individual and high-net-worth clients, retirement plans, corporations, and charitable organizations by providing discretionary portfolio management, financial planning, and model-portfolio selection. The firm utilizes a blend of fundamental and technical analysis along with strategic and tactical asset allocation, and maintains affiliations that expand its offerings to tax preparation and insurance services.

Kyle Gerken is a financial advisor with Edgerock Wealth Management in Denver, CO, holding a Series 65 designation and four years of industry experience. His prior roles include positions at Charles Schwab and Crestone Securities LLC. Gerken is part of a 13-advisor team at Edgerock Wealth Management. Edgerock Wealth Management serves individual and high-net-worth clients, retirement plans, corporations, and charitable organizations, offering discretionary portfolio management, financial planning, and model-portfolio selection. The firm combines fundamental and technical analysis with strategic and tactical asset allocation and includes digital assets and crypto funds within its investment universe.

Kyle O’Dell is a financial advisor at EdgeRock Wealth Management in Denver, CO, with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including AE Wealth Management, Corecap Advisors, and Secure Wealth Strategies. O’Dell is also the owner of a marketing business related to Edgerock Wealth Management. EdgeRock Wealth Management serves individual and high-net-worth clients, retirement plans, corporations, and charitable organizations, offering discretionary portfolio management, financial planning, and model-portfolio selection. The firm combines fundamental and technical analysis with strategic asset allocation and value investing, managing accounts primarily on a discretionary basis and providing additional services such as tax planning through an affiliated entity.

Robert Foss Jr. is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He has been with EdgeRock Wealth Management and EdgeRock Capital since 2020. Prior to this, he held roles at AE Wealth Management, Reverse Polish, LLC, and worked with the Foss Family trust. Outside of his advisory work, he is a managing member and board member of an industrial and rock slinging business, Reverse Polish Industrials, LLC. EdgeRock Wealth Management serves individual and high-net-worth clients, retirement plans, corporations, and charitable organizations with discretionary portfolio management, financial planning, and model-portfolio selection. The firm integrates fundamental and technical analysis with strategic and tactical asset allocation and value investing, and offers tax planning services through an affiliated entity.

Ryan Mckown is a financial advisor at EdgeRock Wealth Management in Denver, CO, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Fidelity Investments, Tributary Real Estate, and United Health Group. EdgeRock Wealth Management serves individual and high-net-worth clients, retirement plans, corporations, and charitable organizations by providing discretionary portfolio management, financial planning, and model-portfolio selection. The firm utilizes a combination of fundamental and technical analysis alongside strategic and tactical asset allocation, and it offers tax planning and tax-return preparation through an affiliated entity.

Daniel Willis is a financial advisor with Edgerock Wealth Management in Denver, CO. He holds a Series 65 designation and has one year of industry experience. Outside of his advisory role, Willis is involved with Movement Gyms and Hapa Sushi Bar & Grill. Edgerock Wealth Management serves individual and high-net-worth clients, retirement plans, corporations, and charitable organizations by providing discretionary portfolio management, financial planning, and model-portfolio selection. The firm uses a combination of fundamental and technical analysis along with strategic and tactical asset allocation and value-investing approaches, managing most accounts on a discretionary basis.

Schuyler Roetzel is a financial advisor at Edgerock Wealth Management in Denver, CO, with seven years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Augustar Distributors, Inc., Transamerica Capital Inc, and Edward Jones. Edgerock Wealth Management serves individual and high-net-worth clients, as well as retirement plans, corporations, and charitable organizations, providing discretionary portfolio management, financial planning, and model-portfolio selection. The firm uses a combination of fundamental and technical analysis along with strategic and tactical asset allocation, offering ongoing portfolio monitoring and access to a range of investment options, including digital assets and crypto funds.

George Von Eiff Jr. is a CFP® with 28 years of industry experience and currently serves as an advisor at Edgerock Wealth Management. His prior roles include positions at TIAA-CREF, Great Western Bank, First Interstate Bank, and LPL Financial. Edgerock Wealth Management serves individual and high-net-worth clients, retirement plans, corporations, and charitable organizations by providing discretionary portfolio management, financial planning, and model-portfolio selection. The firm combines fundamental and technical analysis with strategic and tactical asset allocation and value investing, and it offers tax planning and preparation through an affiliated entity.

Pierce Aichinger is a financial advisor at EdgeRock Wealth Management in Denver, CO, holding a Series 65 credential with three years of industry experience. Prior to joining EdgeRock, he worked at Nora's Retro and spent seven years in academia. EdgeRock Wealth Management serves individual and high-net-worth clients as well as retirement plans, corporations, and charitable organizations, offering discretionary portfolio management, financial planning, and model-portfolio selection. The firm employs a combination of fundamental and technical analysis alongside strategic and tactical asset allocation, and includes digital assets and crypto funds in its investment universe.

Jerad Daniels is a financial advisor at EdgeRock Wealth Management in Denver, CO, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Charles Schwab and DeMarche Associates. EdgeRock Wealth Management serves individual and high-net-worth clients, retirement plans, corporations, and charitable organizations, offering discretionary portfolio management, financial planning, and model-portfolio selection. The firm employs a combination of fundamental and technical analysis with strategic and tactical asset allocation, managing accounts primarily on a discretionary basis.

Tyler O'dell is a financial advisor at EdgeRock Wealth Management in Denver, CO, holding a Series 65 designation with five years of industry experience. Prior to joining EdgeRock in 2021, he served five years as an attorney in the 21st Judicial District. Outside of his advisory role, he is active in community organizations, 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 individual and high-net-worth clients, retirement plans, corporations, and charitable organizations through discretionary portfolio management, financial planning, and model-portfolio selection. The firm combines fundamental and technical analysis with strategic and tactical asset allocation and includes tax planning services through an affiliated entity.