About Us 
Helping You Grow

Meet with Jim

What is your role at ElderAdo Financial?
As the founder and principal of ElderAdo Financial, I help guide the firm's investment philosophy, assist clients with financial planning, and provide guidance on wealth management, estate planning, and asset protection strategies. I also work with our team to help ensure clients receive thoughtful, comprehensive advice tailored to their unique goals.

What do you enjoy most about helping clients?
I enjoy helping clients make wise financial decisions that bring them closer to their goals and provide greater peace of mind. Over the years, one of the most rewarding aspects of my work has been building long-term relationships with families and helping them navigate important financial decisions through every stage of life.

What do you enjoy outside of work?
I enjoy spending time with my wife, Janet, our children, and grandchildren. One of my favorite hobbies is working on our hobby farm, where I grow pumpkins, peppers, hops, berries, and more than 300 fruit trees. I enjoy being outdoors, learning new things, and staying involved in community and educational projects. Whether it's spending time with family, tending the farm, or helping others learn about financial principles, I enjoy staying active and engaged.

What is a value that guides your work?
Education. I believe people make better decisions when they understand their options. Throughout my career, I have been passionate about helping individuals and families gain the knowledge and confidence they need to make informed financial choices. That passion has led me to author the book WealthCare, found the Financial Health Fair, a Colorado nonprofit dedicated to financial education, host the financial segment of Living for Tomorrow alongside my wife Janet, and conduct numerous seminars over the years. Helping people understand complex financial topics and turn that knowledge into action continues to be one of the most rewarding parts of my career.

What is something you are especially passionate about?
I am passionate about financial education. Whether through books, seminars, television programs, nonprofit organizations, or one-on-one conversations, I have always believed that financial knowledge can change lives. Helping people understand complex financial topics and turn that knowledge into action continues to be one of the most fulfilling parts of my career.

What is something people may be surprised to learn about you?
Before entering the financial planning profession, I owned and operated a solar energy business more than 40 years ago. Many people are also surprised to learn that I used to race cars. Whether in business, on the racetrack, or helping clients pursue their goals, I've always enjoyed new challenges and opportunities to learn and grow.

Meet with Jaimee

What is your role at ElderAdo Financial?
As a Certified Financial Planner® and Federal Retirement Consultant℠, I work with clients to create comprehensive financial plans that align with their goals and values. My areas of focus include retirement planning, federal employee benefits, tax planning, estate planning, and investment management. I enjoy helping clients see how all the pieces of their financial life fit together into a coordinated plan.

What do you enjoy most about helping clients?
I enjoy helping clients gain clarity and confidence in their financial lives. Financial decisions can feel overwhelming, and I love educating and guiding people so they can make informed choices and feel empowered about their future. I am especially passionate about helping clients with tax planning strategies so they can keep more of what they've worked hard to earn and avoid paying more taxes than necessary.

What do you enjoy outside of work?
I enjoy spending time with my husband, Daniel, and our sons, traveling, and taking advantage of Colorado's beautiful outdoors. I also love baking, especially sourdough bread and homemade desserts. In addition, I play bass guitar on my church worship team and enjoy serving our community through local organizations and volunteer opportunities.

What is a value that guides your work?
Stewardship. I believe financial planning is about more than numbers. It's about helping people wisely manage the resources they've been entrusted with so they can live generously, confidently, and according to their values.

What is something you are especially passionate about?
I am passionate about helping clients begin the estate planning process. While estate planning isn't always an easy topic to discuss, having a plan in place is one of the greatest gifts you can leave to the people you love. A thoughtful plan can help reduce stress during a difficult time and often prevents the confusion and family conflict that can arise when no plan exists.

What is something people may be surprised to learn about you?
Although I grew up in the financial planning business, I also spent nearly eight years at Vanguard in a variety of supervisory roles before returning to the family firm. Another fun fact is that I once had the opportunity to have dinner with Warren Buffett. The experience reinforced my appreciation for long-term investing, humility, and staying focused on what truly matters.

Meet with Nathan

What is your role at ElderAdo Financial?
As a Certified Financial Planner™ professional, I work closely with clients to understand their goals, identify opportunities, and develop strategies that support their financial future. A large part of my role involves creating detailed retirement plans using our retirement planning software to help clients understand their options and feel confident about the years ahead. I enjoy digging into the details, analyzing different scenarios, and helping clients make informed decisions that align with what matters most to them.

What do you enjoy most about helping clients?
I enjoy meeting clients where they are and helping them bring clarity to their financial situation. Everyone’s circumstances, goals, and challenges are unique, and I find it rewarding to simplify complex decisions and help clients move forward with confidence. I especially enjoy seeing the peace of mind that comes from having a clear financial plan.

What do you enjoy outside of work?
I enjoy spending time outdoors with my wife, our son, and our dog. We love being outside and making the most of everything Colorado has to offer. We have a camper and enjoy taking trips together, exploring new places, and creating memories as a family. Whether it’s hiking, snowboarding in the winter, golfing at The Bridges, fly fishing, or spending time hunting, I appreciate every opportunity to unplug, enjoy nature, and spend quality time with the people I love. Colorado’s outdoors provide the perfect backdrop for many of our favorite adventures.

What is a value that guides your work?
Relationships. I believe effective financial planning starts with truly understanding people. Taking the time to listen, learn each client’s story, and understand what is most important to them allows me to provide advice that is thoughtful, personalized, and meaningful.

What is something you are especially passionate about?
I am passionate about helping clients simplify their financial lives. Financial planning does not have to feel overwhelming, and I enjoy helping people create a clear path forward so they can spend less time worrying about finances and more time focusing on the people and experiences they value most. I especially enjoy working through the details of retirement planning and helping clients see how their decisions today can impact their future.

What is something people may be surprised to learn about you?
Before joining ElderAdo Financial, I worked as a financial advisor with Northwestern Mutual, where I helped businesses and young families navigate important financial decisions and life transitions. People are often surprised by how much I enjoy diving into the details of financial planning. Whether it’s analyzing retirement projections, exploring different strategies, or helping clients understand their options, I enjoy the process of finding solutions that help clients reach their goals. Outside of work, I also spend as much time as I can outdoors pursuing hobbies like fly fishing and hunting with my family.

Meet with Daniel

What is your role at ElderAdo Financial?
As an Investment Analyst and Financial Planner, I research investments, monitor market trends, and help lead our investment committee process. I work closely with our advisory team to evaluate investment opportunities and develop strategies designed to support our clients' financial goals.

What do you enjoy most about helping clients?
I enjoy helping clients cut through the noise and make informed financial decisions with confidence. There is a lot of information and opinion in today's financial world, and I enjoy helping people understand how investment and planning decisions fit into their long-term goals.

What do you enjoy outside of work?
I enjoy spending time with my wife, Jaimee, and our sons, grilling, listening to music, watching and playing soccer, and online gaming. Whether it's family time at home or gathering with friends, I enjoy activities that bring people together.

What is a value that guides your work?
Curiosity. Financial markets and technology are constantly evolving, and I believe it's important to continue learning, asking questions, and exploring new ideas so we can provide thoughtful guidance to our clients.

What is something you are especially passionate about?
I am passionate about investment research and helping clients understand emerging areas of the financial world, including digital assets and blockchain technology. I earned my Digital Assets Council of Financial Professionals (DACFP) Certificate in Blockchain and Digital Assets in 2021 and enjoy staying current on developments in this rapidly evolving space. I enjoy studying market trends, evaluating opportunities, and helping clients separate long-term potential from short-term hype so they can make informed investment decisions.

What is something people may be surprised to learn about you?
Before joining ElderAdo Financial, I worked on the Advanced Trading Desk at Charles Schwab, where I gained firsthand experience helping investors navigate the markets. I also enjoy speaking at events and educational workshops about personal finance and digital assets, helping others better understand these rapidly evolving topics.

What is your role at ElderAdo Financial?
As an Investment Advisor, I help support the day-to-day management of client accounts and ensure each client receives the attention and service they deserve. I assist clients with their Required Minimum Distributions by helping coordinate and facilitate the process to make it as smooth and straightforward as possible. I also assist with trading in client accounts and help ensure portfolios are maintained according to each client’s investment strategy and goals. Additionally, I support the firm’s compliance efforts by helping complete important tasks and processes that allow us to continue serving clients with the highest level of care and responsibility.

What do you enjoy most about helping clients?
I enjoy building relationships with clients and helping them feel confident in their finances. Over the years, I have found that successful investing is about much more than choosing investments. It is about understanding each client’s goals, needs, and comfort level.

What do you enjoy outside of work?
Outside of work, I love spending time with my grandchildren and making memories with my family. I also enjoy staying active through water aerobics and spending time in Ouray, one of my favorite places to relax and enjoy the beauty of Colorado. Whether I am spending time with loved ones, exploring the outdoors, or enjoying the community around me, I appreciate the simple moments that make life special.

What is a value that guides your work?
Trust. I believe strong relationships are built on listening, understanding, and doing what is in the best interest of each client. 

What is something you are especially passionate about?
I enjoy the research and attention to detail involved in managing investments, but most importantly, I value the relationships built with clients over the years. Being there through different seasons of life is one of the most rewarding parts of what I do.

What is something people may be surprised to learn about you?
Before joining ElderAdo Financial, I had careers as both a teacher and a nurse. Those experiences shaped my passion for helping others, listening carefully, and serving people through important seasons of life. I have also always enjoyed being involved in the community and previously served on the Board for the Montrose Chamber of Commerce and was a member of Altrusa, a community service organization.

What is your role at ElderAdo Financial?
As Office Manager, I help keep our office running smoothly by coordinating schedules, assisting clients, managing day-to-day operations, and supporting our advisory team so we can provide the best possible service.

What do you enjoy most about helping clients?
I enjoy creating a welcoming experience and helping clients feel comfortable and cared for from the moment they contact our office. Building relationships and being a helpful resource is one of the most rewarding parts of my job.

What do you enjoy outside of work?
Outside of work, I enjoy spending time with my son, exploring local food trucks, attending live music events, and watching fireworks displays whenever I get the chance. I also enjoy photography and capturing the beautiful scenery of Colorado. Whether it's a community event or a day spent outdoors, I love making memories with the people I care about.

What is a value that guides your work?
Kindness. I believe that treating people with respect, patience, and genuine care can make a meaningful difference in their day.

What is something people may be surprised to learn about you?
I've lived all over the United States and have called several different places home over the years. I was born in Kansas and, yes, I even own a pair of ruby slippers! The experiences I've had living in different parts of the country have given me an appreciation for meeting new people and learning about different communities.

Jessica Armbruster provides support to our senior advisors and specializes in monitoring portfolios, generating performance reports, and creating marketing materials. She loves talking with our clients and when you call the office it’s very likely you’ll speak with her. Her own financial journey and years of financial industry experience ignited her passion for supporting others to maintain their financial freedom. Jessica loves spending her time off relaxing at home and adventuring outdoors with her husband and three sons.

What is your role at ElderAdo Financial?
I've been a Financial Planner with ElderAdo Financial since 2007.

What do you enjoy most about helping clients?
I enjoy helping families align their financial decisions with their values, purpose, and priorities. Building long-term relationships and walking alongside people through life's transitions is one of the most rewarding parts of my work.

What do you enjoy outside of work?
My four kids and I love exploring rivers, mountains, and oceans (and finding great food along the way).

What is a value that guides your work?
Stewardship is at the heart of how I approach financial planning. I believe financial resources are a tool for something bigger than ourselves. It's rewarding to help people not only meet their own goals and needs, but also invest in the people, causes, and communities that matter most to them. Generosity has a unique way of changing us from the inside out.

What is something you are especially passionate about?
I'm passionate about helping people live with purpose. Early in life, I often felt like work, family, community, and personal interests were competing priorities. Over time, I've come to see them less as separate parts of life and more as pieces of one meaningful story. That sense of integration has brought a great deal of joy and shaped how I think about both life and financial planning. It's also been a privilege to learn from clients, serve alongside people in my community, and share those experiences with other financial planners who are passionate about helping people thrive.

What is something people may be surprised to learn about you?
My family recently bought a 1978 Volkswagen Westfalia camper bus. We've been squeezing in as many crazy road trips as possible and trying to curate the perfect VW playlist. Any songs we should add?

What is your role at ElderAdo Financial?
“Bark bark! Ruff ruff!”
Translation: I am the official greeter, morale booster, and emotional support specialist. I welcome visitors, support the team, and make sure everyone feels right at home.

What do you enjoy most about helping clients?
“Woof woof! Ruff!”
Translation: I love welcoming everyone who comes into the office! My favorite part of the job is making people smile and reminding them that a friendly face and a wagging tail can make any day better.

What is a value that guides your work?
“Ruff.”
Translation: Loyalty. I believe in showing up, being dependable, and always being happy to see the people around me.

What is something you are especially passionate about?
“BARK BARK!”
Translation: Helping people feel better! Whether someone needs a smile, encouragement, or just a friendly hello, I am always ready to help.

What is something people may be surprised to learn about you?
“Woof woof! Ruff ruff!”
Translation: I was named after Dogecoin (a cryptocurrency), so I have a little connection to the financial world. I may not know investing, but I do know loyalty, friendship, and the importance of making people feel welcome. Come by the office and say hi!