EdgeRock Wealth Management

It's Team Tuesday: Meet Sky Roetzel, EdgeRock Financial Planner

Sky's years working alongside top advisors taught him what builds client trust. He brings that same eye for detail and clarity to every plan he touches at EdgeRock.

Most changes to tax reporting are fairly invisible to filers. This one isn't. A single new code on Form 1099-R is about to fix a gap that has quietly cost charitable retirees potential tax deductions. Let's talk about what's different and how your giving strategy just got a little bit easier.

The 1099-R Is About to Get Smarter About Charitable Giving Charitable giving via IRA is one of the most tax-efficient moves available in retirement. Now the 1099-R makes it easier to report.

It's Team Tuesday: Meet Ryan McKown, EdgeRock Financial Planner.

Ryan is the steady hand behind the scenes. He keeps every plan accurate, organized, and ready, so clients get a seamless experience from the moment they sit down with our advisory team. His eye for detail is what lets the bigger strategy run smoothly.

It's Team Tuesday: Meet Sky Roetzel, Operations Specialist

Sky's years working in the industry taught him what actually builds client trust. He brings that same eye for detail and clarity to every plan he touches at EdgeRock.

Glad to have him on the team.

With Section 530A accounts (aka "Trump Accounts") now in play, it's worth revisiting the various ways families can save for their children. Let's talk about 529s, custodial Roth IRAs, and whether the new kid on the block is worth it.

Using Tax Efficient Strategies to Kickstart Your Child’s Financial Future The tax code offers a number of different ways to begin saving toward a child's future. What are the advantages of each? Which one is right for your family?

Team Tuesday: Meet Mac Willis, Operations Specialist.

Mac brings energy, organization, and a genuine warmth to every client interaction at EdgeRock. He's the kind of teammate who makes families feel welcomed from the very first call, and who never loses sight of the person behind the portfolio.

Swipe through to get to know him.

As we cross the 2026's halfway point, EdgeRock CIO Rob Foss assess markets and the economy—and look back on the wild ride we've already been on.

Inside: Iran conflict, AI/software disruption, IPO outlook, sticky inflation.

Back to Our Regularly Scheduled Programming? A 2026 Mid-Year Market Recap As we cross the 2026's halfway point, we assess markets and the economy—and look back on the wild ride we've already been on.

Meet Angelina Sanchez, Business Development at EdgeRock.

Angelina is often the first point of contact for people exploring what an EdgeRock relationship could look like. With a background in advisor operations and client service, she's curious and easy to talk to, and she brings that same care to every conversation—helping prospective clients understand what independent, fiduciary advice actually means before anything else.

It's Team Tuesday: Meet Danielle Sanders—Director of Client Services.

At EdgeRock, every client deserves to feel like a priority—and that's exactly the standard Danielle holds herself to.

As Director of Client Services, she's the person who makes sure nothing falls through the cracks. Outgoing, detail-oriented, and genuinely invested in the people she works with, Danielle ensures that every interaction reflects the care that EdgeRock puts into protecting what matters most to our clients. We're lucky to have her.

It's Team Tuesday: Meet Chip Von Eiff, CFP—EdgeRock Financial Advisor.

Third-generation financial professional. Over two decades of work in the industry. The kind of experience that's hard to come by, and even harder to replicate. At EdgeRock, Chip brings all of it to every client relationship, grounded in one belief: the most sophisticated strategy falls flat without trust behind it.