Echelon Group

We are proud to work alongside Lifeways, Inc. as they continue making a real impact in the Treasure Valley and our surrounding communities. While they are out doing meaningful, mission-driven work, we are honored to take care of the people behind that mission by supporting their employees and 401(k) plan. A couple of weeks ago, CEO Elizabeth Langley Reiman and Bailey Reese had the opportunity to attend the groundbreaking ceremony for Project Hope in Ontario, Oregon. This expansion includes a multi-building campus designed to increase access to mental health and substance use treatment in Malheur County and the surrounding region. Congratulations to the entire Lifeways team on this exciting milestone. We cannot wait to see the new campus come to life. Steven Jensen, Andrea Recla, MS, LPC (OR), LCPC (ID), NCC Kiersten Hogg, DNP, FNP, PMHNP, Michael I., Autumn Blewett, Cory Jakobson, David Waldo

Counting down to our Ribbon Cutting & Open House… 1 month to go!🎉 We would love to see you!

🎉We are excited to welcome everyone to our Ribbon Cutting & Open House on June 26th 🎉 Please join us as we celebrate an exciting new chapter for Echelon Group in our new office! Guests are invited to enjoy refreshments, lunch, and the opportunity to meet the Echelon Group team throughout the afternoon. 🗓️ June 26th 📍 251 E Front St, Suite 202 Boise, ID 83702 ✂️ Open Remarks & Ribbon Cutting at 12:15 PM 🌮 Lunch Served at 12:30 PM 🏢 Open House from 12:00–5:00 PM We sincerely appreciate the support of our partners, friends, and community, and we are excited to celebrate our new office with you. It has been an honor serving this community for the past 22 years, and we look forward to continuing to serve individuals, families, nonprofits, and businesses for years to come. Elizabeth Langley Reiman, CEO  Nolan King, CPFA, Financial Advisor  Dallas Fagen, Financial Advisor  Jake Ramirez, Retirement Plan Servicing Advisor  Don Reiman, CFP®, Financial Advisor  Bailey Reese, Business Development

We’re thrilled to co-host Tile Talk & Happy Hour with The Masonry Center, Inc. and Table Rock Sandstone, LLC next Wednesday! 📍 Join us at The Masonry Center’s Boise showroom for an exclusive tour of their diverse product offerings. 🍷 Enjoy complimentary drinks, appetizers, and exciting giveaways while networking with industry peers. 📲 RSVP by scanning the QR code! 📍 1424 N Orchard St, Boise, ID 83706 🗓 Wednesday, September 10th | 4:00–6:00 PM #networking #boise #treasurevalley #construction #design #happyhour #echelongroup #themasonrycenter #tablerocksandstone

TILE TALK AND HAPPY HOUR Join us for a relaxed happy hour designed for professionals in the architecture, engineering, and construction industries. • Complimentary drinks, appetizers, and giveaways • Connect with industry professionals • Discover how we go beyond distribution 📍1424 N Orchard St, Boise, Idaho 83706 Scan the QR code to RSVP! #boiseidaho #boiseevents #themasonrycenter

Today we're featuring Bailey Reese, Business Development Representative at Echelon Group! What brought you to Boise? I'm originally from Payette, Idaho! I attended TVCC in Ontario because I wasn’t sure what I wanted to do with my future. After graduating, I still didn’t have a clear direction, so I moved to Sevilla, Spain to live with a former foreign exchange student my family had hosted in high school. While there, I taught English and learned Spanish. That experience helped me discover my true passions, and I decided to return to Idaho and attend BSU to pursue them. I went on to study International Business and Spanish. What's your involvement in the community?  I'm a board member of the Boise State University Alumni Association, where I serve on various committees. If you're a BSU alum and want to reconnect, I’d love to chat with you! I also serve as an ambassador for both the Idaho Hispanic Chamber of Commerce and the Boise Metro Chamber. If you haven’t been to Café Con Amigos or Business & Brews event yet, you’re missing out. I’d be happy to invite you if you're interested! What's your favorite BYP event? I’ve been attending and inviting friends to the b|connected socials since I first started my sales role at Echelon Group. It was at these events that I made a handful of great friends, some have since moved away, while others are still here. Hearing their stories about how they grew and what they did to become successful was a valuable learning experience, and it's something I continue to apply to this day. What do you like best about your job? I love that I can help anyone. Ranging from non-profits, construction companies, start-ups, and Spanish speaking business owners. My job ranges from introductions to our team, to assist on company retirement plans, or family wealth management. One of the most rewarding parts is connecting clients with other trusted resources they may need, such as insurance, banking, marketing, or consulting. Being able to then connect them with a community that aligns with their interests brings everything full circle. What's a fun fact about you that someone would not know from looking at your LinkedIn? I make 80 to 100 burritos at a time for lunch. Keep them frozen in the freezer and they are good for a while.