Josh Oder

Founder/Investment Adviser

Josh is the founding partner of Oder Investment Management, LLC.  Josh has over 18 years of experience in the industry and is responsible for portfolio management, investment plan construction, new client generation and strategic planning. He currently holds his Series 65 license.

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 to attending school 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.

Five Star Los Angeles Wealth Manager Selection Award candidates will be evaluated on 10 objective eligibility and evaluation criteria. Only those who meet the criteria will be selected as a Five Star Wealth Manager:
Credentialed as an investment advisor representative or a registered investment advisor
Actively employed as a credentialed professional in the financial services industry for a minimum of five years
Favorable regulatory and complaint history review
Fulfilled their firm review based on internal firm standards
Accepting new clients
One-year client retention rate
Five-year client retention rate
Non-institutional discretionary and/or non-discretionary client assets administered
Number of client households served
Education and professional designations 

Steve Zorn

Partner/Investment Adviser

Steve is a partner with Oder Investment Management, LLC.  Steve’s responsibilities include portfolio management, risk analysis, investment plan construction and new client generation.  He has been in the industry 18 years and has previously worked at Morgan Stanley and Merrill Lynch. His experience is enhanced by his Chartered Retirement Planning Counselor license that he obtained from the College of Financial Planning.

Steve graduated from Pepperdine University and earned his Bachelor of Arts degree in Economics. While at Pepperdine he also played on the baseball team where he earned 1st team all conference honors and 2nd team all west region in his senior season.

He currently resides in Moorpark with his wife and two children.

Erik Helmstetter

Partner/Investment Adviser

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 19 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 Murray

Client Service/Office Manager

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 office 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.

Luke Franco

Client Services Representative

Luke joined OIM in September of 2019.  As Client Services Representative, his focus will be on ensuring OIM’s client portal is being effectively utilized, aiding with compliance, and assisting the advisory team with analyzing and preparing investment plans.

A native of Southern California, but a hockey player at heart, Luke was drawn to the east coast early, attending high school at The Governor’s Academy in Byfield Massachusetts. He continued to play hockey at the University of Connecticut, finally finishing his education at Pepperdine University with a Bachelor of Arts degree in Political Science.

Luke’s 10-year background in business management gives him a valued perspective on investment and client services from the client’s point of view.

Luke lives in Woodland Hills.  His interests include adult league hockey, the occasional ski trip and live music.