EDR Financial is an independent, unbiased Registered Investment Advisory (RIA) that pride ourselves in providing point of view without the distraction of conflicts of interest.  Our goals are aligned with your goals.  We strive to achieve a deep understanding of your situation and, through our work together, a mutual respect.  Our relationship with you is our first priority.  in our experience, having a strong relationship is fundamental to success. You benefit from the collective experience of our principals. Our team-based approach provides access to the specialized experience of each EDR Financial professional. In 2019 EDR Financial collaborated with Synergy Financial Management hiring Joe M. Mass and his team of Charter Financial Analysts to optimize the way we deliver professional money management services to our clients.

Joe Maas is the Chief Investment Officer and lead portfolio manager for EDR Financial. A highly trained financial analyst, Joe is responsible for analyzing current and potential investments for the firm through deep fundamental analysis, researching industry trends, speaking to industry experts and through a thorough understanding and application of quantitative methods and technical analysis. Mr. Maas is very unique because he is certified in so many areas of expertise. He has earned certificates from nine prestigious organizations, and, with over two decades of financial industry experience, his unique core specialty is providing comprehensive investment management services for individual investors, business owners, and financial advisors.

 

Dale Roo | Founder & Financial Advisor | EDR Financial

Dale Roo

dale.roo@edrfinancial.com
(406) 249-9150

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.

Colette Roo

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. 

Jelena Bailey

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.