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Meet the Team2019-07-11T10:43:13-06:00

WHO WE ARE

Our company was founded to help Christian clients apply biblical principles to their financial planning, to help align a Christian framework and to practice biblically responsible investing. Our directive is to provide moral and ethical financial advice given with care and concern for what’s best for our clients. We are an independent firm that provides full customer care and easy access to our services. Our advisors and support staff focus on promptly taking care of our client’s needs so that whenever you call or email, someone is available to help you. We strive to be vigilant in staying current with the continual financial and market changes so that we can help solve our client’s ever-changing needs. With over 59 years of combined experience, our firm is not only financially competent, but empathetic to the real issues and Christian concerns of financial advisory clients.

Please Email our advisors any questions you have and how we can help you with your Christian financial planning and investment management with a biblical perspective.

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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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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