WHO WE ARE

Elderado Financial was founded to help individuals and families achieve their goals and financial security by providing practical advice with openness and specialized financial expertise. Our directive has always been to consistently offer qualified and ethical financial advice combined with care and concern for what’s best for our clients. We are an independent firm providing full customer care and a team approach so that our clients have easy access to our services. Our advisors focus on taking care of our client’s needs along with our service staff so that whenever you call or email, someone is available to help you. Our clients expect us to help them solve their ever-changing needs so we strive to change with the times to stay current. With over 58 years of combined experience, our firm is not only financially competent, but empathetic to the real issues of financial planning and preparing for retirement in our current climate. We serve clients both in our state of Colorado and most of the United States.

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MEET OUR TEAM

Jim Elder at ElderAdo Financial Services

JIM ELDER

CHIEF FINANCIAL OFFICER

Jim Elder is the founder and principle of ElderAdo Financial, Inc. His primary role is to formulate investment policy for the firm’s clients, assist clients with financial planning to achieve their goals, and monitor client’s progress. Mr. Elder advises on estate planning, asset protection, and strategies for managing a family’s wealth. Elder recently authored a financial book titled “WealthCare”, a 285 page hardcover book providing practical information and solutions for today’s complex financial field. He was editor of a periodic publication titled “Dollars and Sense” and founded the “Financial Health Fair”, a 501(c)3 Colorado Non-Profit Organization to educate the Denver, Colorado community on financial principles. Along with his wife Janet, Jim hosted the financial portion of the television program “Living for Tomorrow” on the Daystar Network, 1995 – 1998. Mr. Elder conducts numerous financial seminars and is active member of Rotary International.

Janet Elder at ElderAdo Financial in Montrose CO

JANET ELDER

CHIEF INVESTMENT OFFICER

Janet Elder specializes in managing and monitoring investment portfolios. She is responsible for the research and recommendation of investment vehicles such as securities and mutual funds. Ms. Elder constructs portfolios that match the client’s needs and risk tolerance. Janet completed the coursework for the Certified Senior Advisor Designation. She is a graduate of Phillips University where she earned a Bachelors of Science. Ms. Elder served on the Board for the Montrose Chamber of Commerce and was a member of Altrusa, a community service organization.

Adam Miller at ElderAdo Financial Services

ADAM MILLER

CERTIFIED FINANCIAL PLANNER™ Professional & Chartered Advisor in Philanthropy

Adam Miller is a CERTIFIED FINANCIAL PLANNER™ Professional & Chartered Advisor at ElderAdo Financial. As a trusted fiduciary and fee-only financial planner, he works passionately to help families preserve and manage their assets. By encouraging families to communicate their values, he helps them to make an impact, sharing their wealth and wisdom with the people and organizations they care about.

Adam is a past president of Rotary and continues to serve as a member of the Montrose Rotary Club. He also serves on the committee for Young Life, the board of the Montrose Community Foundation and is a member of the International Association of Advisors in Philanthropy.

Adam is often asked to MC or speak at events for non-profit organizations. He has written many articles on financial planning, stewardship and philanthropy and is passionate about helping individuals and families to make a difference by realizing their full capacity.

SHANNON CASTRODALE

OFFICE MANAGER

Shannon Castrodale is in charge of administrative organization and customer service. She is the welcoming face and voice when clients contact the firm and ensures that the flow of tasks in the office runs smoothly and assists in daily client transactions. Shannon operates client relationship management software, schedules consultations and assists with developing marketing materials.

She has over 25 years experience in accounting, budget preparation and customer service. Shannon is actively involved in her church where she sings on the Worship Team and volunteers on the Finance Team. Along with husband Mark, they enjoy camping, kayaking and being outdoors and they have a son, Leighton, who is 24 years old and lives in Wyoming.

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