Elderado Financial Team of Montrose, CO

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

FOUNDER & FINANCIAL PLANNER
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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.

Daniel Carnes, Certified Financial Planner

DANIEL CARNES

INVESTMENT ANALYST & FINANCIAL PLANNER
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Daniel Carnes is the investment analyst and a financial planner at ElderAdo with industry experience on the advanced trading desk at Charles Schwab. He is enthusiastic about market trends, investment analysis, and digital assets (aka cryptocurrencies). Daniel obtained his Registered Investment Advisor Digital Asset Counsel (RIADAC) Certificate in Blockchain and Digital Assets in 2021 and is passionate about this new investment vehicle. At ElderAdo Financial, he researches potential investments and leads investment committee meetings to determine what best meets our clients’ needs.

Daniel has a Bachelor’s of Science in Computer Information Technology from Southern New Hampshire University. In his free time, Daniel speaks about finances and digital assets at numerous events/talk shows and facilitates a Financial Peace University Course to help teach others the basics of financial success. He enjoys grilling, online gaming, listening to music, soccer, and spending time with his wife and son.

Jaimee Carnes, Certified Financial Planner

JAIMEE CARNES

CERTIFIED FINANCIAL PLANNER®
Meet with Jaimee

Jaimee Carnes is a Certified Financial Planner® at ElderAdo Financial who is passionate about helping clients have the best chance at investment success as they achieve their financial goals. As a fiduciary, she educates and guides clients to be good stewards of their wealth according to Biblical principles.

Jaimee has a Bachelor’s of Science in Business Administration with an emphasis in management from Northern Arizona University. In addition, she has experience in the financial industry from her 7 year tenure in various supervisory roles at Vanguard Investments. In her spare time, Jaimee is on the board of her local Rotary Club, a founding board member of the Greater Montrose Chamber of Commerce, and facilitates a Financial Peace University Course to help teach others the basics of financial success. She enjoys being active outdoors, traveling, baking, playing the bass guitar on the worship team at church, and spending time with her husband and son.

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.

Charity Rediger, Office Manager

CHARITY WILLIS

OFFICE MANAGER

Charity Willis 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. Whether you need money sent out to your bank, forms completed, or have changes for your account, Charity is ready to help. Charity also operates our client relationship management software, schedules consultations, and assists with developing marketing materials.

Charity has over 6 years of financial industry experience and 9 years of customer service experience. She loves building relationships with clients and enjoys helping in any way she can. In her free time, Charity enjoys spending time with her family, traveling and eating good food.

Adam Miller at ElderAdo Financial Services

ADAM MILLER

CERTIFIED FINANCIAL PLANNER™ Professional & Chartered Advisor in Philanthropy

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

Adam is also a member of the International Association of Advisors in Philanthropy. He has written many articles on financial planning and philanthropy to help people make a difference by realizing their full capacity.

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We offer a complimentary “Get Acquainted” meeting to describe our services, and to see if our services are right for you.

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