Meet The Team
Who We Are
Adam Miller is the President and Christian Financial Planner for the firm. 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, is a member of the International Association of Advisors in Philanthropy and also of Kingdom Advisors, a Christian Financial Planner organization. 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.
Jim Elder is the Vice President and founder of the firm. 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 authored the 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 financial seminars and is active member of Rotary International.
FINANCIAL PLANNER, CERTIFIED PUBLIC ACCOUNTANT
Lisa Isaacson is a Financial Planner and Investment Advisor. Lisa combines her Certified Public Accountant experience with financial planning to help individuals and businesses gain a broad view of their financial situation to coordinate their financial plan with tax strategies that work to fulfill their goals. Lisa has 26 years of accounting experience, having worked equally in public and industry accounting.
Lisa is an active community member and has served in several volunteer capacities. Lisa is the treasurer for LiveWell Montrose Olathe, a program of Valley Food Partnership. She serves on the Planned Giving Council and helps with the charitable service group, the Montrose Women's Club. Lisa also volunteers for ShareFest and is the secretary and treasurer for the Montrose Summer Music Series.
Lisa, her husband and son moved from Wisconsin 13 years ago, choosing Montrose, Colorado for a lifestyle change and access to outdoor activities including hiking and camping as well as searching out the local live music scene.
Gina Grundemann is in charge of administrative organization, customer care, CRM management, and marketing. She is the welcoming face and voice when clients contact the firm and is responsible for keeping the flow of tasks running smoothly and assisting in day to day client transactions. Gina schedules consultations, assists clients with a variety of financial management requests, updates electronic media and develops marketing materials.
Gina has completed a Masters in Business Administration through Columbia Southern University. Ms. Grundemann has attended several retirement plan workshops and completed courses in employment law. Gina is an active member and volunteer for the Montrose Botanic Society and the Blue Pig Gallery in Palisade. She enjoys creating landscape paintings, gardening and hiking.