Janet Elder

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.