Jordan Elling, CFP®
Wealth Advisor
EDUCATION AND CREDENTIALS
B.S. Finance & Financial Planning
University of Minnesota - Duluth
CERTIFIED FINANCIAL PLANNER™
What first drew you to this work and what continues to motivate you today?
Like many people, I grew up in a household where finances weren’t discussed in depth, but my parents modeled a strong work ethic and led by example. From an early age, I learned the value of earning, saving, and having an “emergency fund” to fund adventures with friends or save for whatever felt important at the time (which has certainly evolved over the decades!).
Those early experiences sparked my interest in personal finance during high school and college and ultimately led me to a career in financial planning and wealth management. Today, I’m motivated by the opportunity to help clients feel more confident and informed as they navigate their financial lives - whether that means building a savings plan, investing for the future, or navigating major life transitions.
I believe thoughtful financial planning can create clarity and freedom, allowing people to focus their energy on what matters most. Being able to guide clients through decisions that meaningfully impact their lives is what makes this work personally so fulfilling.
What does “wealth” mean to you?
When I think about wealth, I don’t immediately think about the numbers - wealth goes far beyond numbers on a page. It’s rooted in our relationship with ourselves, with the people around us, and in our ability to fully experience life.
Money plays an important role – but as a tool rather than the ultimate goal. At its best, it helps create the freedom and flexibility to pursue what matters most.
Personally, I feel richest after sharing experiences with family and friends and pausing to appreciate the beauty in life’s smaller moments.
How do you like to spend your time outside of work, and what helps you recharge?
When I need a reset, cooking a great meal for me and my partner or settling in with a good book or puzzle usually does the trick. I’ve always loved food – both cooking it and gathering around it – and find so much joy in sharing meals with the people I care about.
Outside of that, you’ll often find me exploring all that Colorado nature has to offer, spending time with family, friends and my miniature dachshund (Pici), practicing yoga, cheering on Minnesota sports teams, or planning my next travel adventure. These moments of connection, creativity, and exploration are what help me recharge and stay grounded.