Our Team

EDR Financial is Backed By Experts, Lead by a Visionary

Dale Roo has been growing EDR Financial and innovating as an expert in Employee Benefits and as an Investment Advisor for over 13 years. Your organization is in safe hands with EDR Financial.

E. Dale Roo established EDR Financial October 3, 2003 as a C Corporation. EDR Financial maintains all necessary licenses and meets all continuing education requirements required by the State of Montana.

As a Financial Advisor EDR Financial offers a full range of financial and insurance services to its clients. EDR Financial provides access to all insurance and financial products licensed and available in Montana and is not limited to any particular company, product or service line.

For over 15 years Colette Roo has been providing payroll and bookkeeping services through EDR, Inc. for several clients.  Meeting deadlines and proving organized and dedicated to their business needs.  Prior to creating a client base through EDR, Inc. she was employed at CPA firms where she learned the aspects of many different bookkeeping programs and became Certified in the small business software, QuickBooks.  

Colette holds a Bachelor of Arts - Biology Degree from the University of Montana, graduating in 1997.

Currently, Colette lives in Kalispell, MT with her husband, daughter and son.  Much of her time is spent enjoying time with her family while following their sports programs, camping, lake activities and fair weather skiing. 

For 5 years, Jelena Bailey has been aiding Dale with daily operations at EDR Financial. Data entry and organization is a priority that she enjoys to ensure the success of EDR. Jelena studied at Flathead Community College before deciding on a Bachelor in Business Science degree at Montana State University. She can credit Dale to added educational hours within the Vistage Group, where CEO’s and leaders from all different industries come together to achieve better business results. Before EDR Jelena’s background included many different positions in the restaurant to the real-estate industry.

Jelena enjoys spending time with her family doing all sorts of different outdoor activities! She currently resides in Whitefish Montana where outdoor interests are easily accessible.