Advisors at this firm
Elizabeth L
Series 66
Boise, ID
Echelon Group
Elizabeth Langley is a financial advisor with Echelon Group in Boise, ID, holding a Series 66 designation and nine years of industry experience. Her career includes roles at The Leaders Group Inc., Osaic Wealth, Inc., Arbor Point Advisors, Securities America, Bank of America, and Merrill Lynch. Echelon Group provides investment advisory and planning services to individuals, retirement plan sponsors, foundations, charitable organizations, institutions, trusts, and estates. The firm employs a consultative planning process with a disciplined asset allocation framework emphasizing ETFs and institutional mutual funds, incorporating alternative and private investments when appropriate.
Dallas F
Series 66
Boise, ID
Echelon Group
Dallas Fagen is a financial advisor with Echelon Group in Boise, ID, holding a Series 66 license and four years of industry experience. His prior roles include positions at Simplicity Investments, OSAIC, Woodbury Financial Services, and MassMutual Life Insurance Company. Outside of his advisory work, he coaches high school athletes in football and pole vault and instructs sculpt workout classes at a local yoga studio. Echelon Group provides investment advisory and planning services to individuals, retirement plan sponsors, foundations, and institutions. The firm employs a consultative planning process with a disciplined asset allocation strategy focused on ETFs and institutional mutual funds, incorporating alternative and private investments when appropriate.
Nolan K
Series 65
Boise, ID
Echelon Group
Nolan King is a financial advisor with Echelon Group in Boise, ID, holding a Series 65 designation and one year of industry experience. He has worked at Echelon Group since 2022, with prior roles at Osaic Wealth, Inc. and Securities America, Inc. during 2024. Echelon Group provides investment advisory and planning services to individuals, retirement plan sponsors, foundations, and institutions. The firm uses a consultative planning process focused on disciplined asset allocation with ETFs, institutional mutual funds, and alternative investments, and offers fiduciary investment management and consulting services.
Jacob R
Series 63, Series 65
Boise, ID
Echelon Group
Jacob Ramirez is a financial advisor at Echelon Group with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Echelon Group in 2026, he worked at Wells Fargo Clearing and Wells Fargo Bank. Echelon Group provides investment advisory and planning services to individuals, retirement plan sponsors, foundations, charitable organizations, institutions, trusts, and estates. The firm employs a consultative planning process with a disciplined asset allocation framework that emphasizes ETFs and institutional mutual funds, and it incorporates alternative and private investments when appropriate.
Donald R
CFP®, ChFC®, Series 63, Series 65
Boise, ID
Echelon Group
Donald Reiman is a CFP® and ChFC® with 41 years of industry experience, currently serving at Echelon Group since 2024. His prior roles include positions at Arbor Point Advisors, Securities America, and KMS Financial Services. Outside of his advisory work, he is the author of the book *RESET: Harnessing Change, Fear, and Risk as Catalysts for an Extraordinary Life* and works as a consultant and professional speaker on its principles. He also volunteers as Director of the Bogus Basin Mountain Host program and serves on the advisory board for the Bogus Basin Recreation Association. Echelon Group provides investment advisory and planning services to individuals, retirement plan sponsors, foundations, and institutions. The firm employs a consultative planning process focused on disciplined asset allocation using ETFs, institutional mutual funds, and selective tactical tilts, incorporating alternative and private investments when appropriate.