Meet Our Team
Guerdon T. Ely has over 25 years of experience in financial and investment counseling. He is the author of Uncertainty is a Certainty: Fables for Fiduciaries, a book on prudent fiduciary investing. He is the creator and developer of two highly regarded retirement distribution software programs, MRD-Determinator and Pre-Determinator, which have been reviewed in MorningstarAdvisor.Com, Investment Advisor, Accounting Today, and WebCPA.
Mr. Ely received a Master of Business Administration degree from California State University, Chico after graduating from the University of California at Santa Barbara with a degree in Economics. He is a Certified Financial Planner™, an Accredited Investment Fiduciary Analyst™, and a Chartered Financial Consultant™.
Mr. Ely has taught courses for the California Continuing Education of the Bar and other professional organizations. He has contributed to educational materials used at American Law Institute-American Bar Association programs, at the Notre Dame Tax Institute, and the Heckerling Institute on Estate Planning. His contributions on various financial subjects have appeared in articles in Newsweek, Forbes, Bloomberg, Trusts and Estates, Retirement Weekly, and The Wall Street Journal.
Mr. Ely has also been acknowledged for his contributions to The Prudent Investor Act: A Guide to Understanding by W. Scott Simon, Life and Death Planning for Retirement Benefits by Natalie Choate and The Terrible Truth About Investing by Bruce J. Temkin.
It is not only what we do, but also what we do not do, for which we are accountable.
Anna Nelson is a fee-only independent financial advisor and financial planner for Ely Prudent Portfolios, LLC. She has over a decade of experience in the financial services industry.
As a Certified Specialist in Planned Giving from the American Institute for Philanthropic Studies, Anna specializes in helping non-profit organizations achieve their financial and organizational goals. She also focuses on helping families and individuals realize their personal and charitable financial objectives.
Anna is a member of the Shreveport Tax and Planning Council. She has been very active working with youth through Young Life as a volunteer. She was most recently a board member for Cheyenne Young Professionals and a participant in Leadership Cheyenne. Anna is a member of the Colorado Planned Giving Roundtable and is also a member of the Partnership for Philanthropic Planning.
Anna graduated from California State University, Chico before joining Hyatt Hotels, in Chicago as a hotel manager. In addition to her experience as a financial advisor, she has worked as an assistant branch manager for Wachovia Bank and as an advisor assistant for a major brokerage firm.
Anna lives in Louisiana with her husband and two children.
From everyone who has been given much, much will be demanded; and from the one who has been entrusted with much, much more will be asked.