Our Team

Josh is the founding partner of Oder Investment Management, LLC. He has over 20 years of experience in the industry and is responsible for portfolio management, investment plan construction, new client generation and strategic planning. Josh has been named a Five Star Wealth Manager, by Five Star Professional, and featured in Los Angeles magazine for six consecutive years. This award is received by less than 5% of nominees and given to advisors who meet the criteria listed below. His professional registrations include the Series 7 and 65 licenses.

Josh is active with his family in a number of local charities and is a member of the Pepperdine University Board, Pepperdine Athletic Department Board and Provisors in the Woodland Hills chapter.  He graduated from Pepperdine University with a Bachelor of Arts degree in Economics.  In addition, he also played 4 years for the Pepperdine baseball team and earned second team all conference honors in his Sophomore, Junior and Senior years.

He currently resides in Calabasas with his wife and two daughters.

 

Erik is a partner with Oder Investment Management, LLC.  Erik’s responsibilities include portfolio management, investment plan construction and new client generation.  He has been in the industry over 20 years and has previously worked at Merrill Lynch and Morgan Stanley.  His experience is enhanced by his professional designations as a Certified Financial Planner, Chartered Retirement Plan Specialist and Chartered Retirement Planning Counselor.

Erik attended the University of California at Los Angeles and earned a Bachelor of Arts degree in History and Business Specialization.  While at UCLA he also played on the golf team.

In his free time he is quite involved in the community as well as his daughters’ school.  Erik’s hobbies include golf, wine, food and travel.  He currently resides in Westchester with his wife and two daughters.

Kelly joined Oder Investment Management in May of 2017. She supports every OIM partner with client services, software tech support, compliance, and marketing efforts. In addition, she manages all operational duties and is a commissioned, Los Angeles County, Notary Public.

Prior to joining Oder Investment Management she started her career at The Walt Disney Company as a Product Development Coordinator in their Licensing division. After 15 years of product management and overseas manufacturing, she moved into digital marketing and pursued a new path in Project Management for LA based, performance marketing companies such as Vendare Media and MediaTrust.

Kelly’s hobbies involve all things vintage; music, movies, cars, you name it! In her spare time, she enjoys concerts, car shows and sporting events with her family and friends. She currently resides in Woodland Hills with her boyfriend and their dog, Brutus.