Josh Oder

Founder/Investment Adviser

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.



*The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria: required:1. Credentialed as an registered investment adviser (RIA) or representative; 2. Actively licensed as an RIA or principal of an RIA firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional - additional information available upon request); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients and may not be representative of any one client's experience because award issuer does not track experiences of the investment adviser's clients. Adviser knows of no unfavorable ratings. Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment performance or success. For more information on the Five Star award and the research/selection methodology, go to 
Whether, in disclosing an investment adviser's rating, the advertisement clearly and prominently discloses the category for which the rating was calculated or determined, the number of advisers surveyed in that category, and the percentage of advisers that received that rating.

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 20 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 three 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 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.

Sam Shih

Associate Wealth Advisor

Sam joined Oder Investment Management in September of 2021 as an Associate Wealth Advisor. Sam’s responsibilities include assisting with portfolio management, client servicing, new client generation and construction of financial plans. 

Prior to joining OIM, he worked in the financial services industry with Merrill Lynch. He continues to be dedicated to anticipating client needs while using financial markets to positively impact their lives. Clearly identifying each client’s desires and priorities is the foundation of his service.

Sam grew up in Fullerton, California and attended Biola University where he earned a Bachelor of Arts degree in Accounting. While at Biola he also played on the golf team.

He currently resides in Sherman Oaks. His passions include golf, soccer, traveling, cooking, and cars.

Kelly Murray

Director of Operations/Client Services

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.

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.