Echelon Group Employee Directory

Financial ServicesIdaho, United States11-50 Employees

Echelon Group Inc. is the top ranked financial services company in Boise and the surrounding area. We offer 401(k) and business financial services as well as individual asset management and financial planning. 

It all starts with a conversation, so please give us a call to arrange a face-to-face meeting to get to know each other.

Please see our website for additional information and disclosures. Third-party comments may not be representative of all customer experiences.

Advisory services offered through Echelon Group, Inc., an SEC Registered Investment Advisor.

Find Echelon Group employees' phone numbers or email addresses

Echelon Group Global Highlights

Location
Employees

North America
19

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  • United States Of America
    19

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Echelon Group's Leadership

  • Stylized image of a person
    E. L. R.
    Chief Executive Officer
    Phone icon
  • Stylized image of a person
    D. H.
    Vice President Employee Benefits
    Phone icon
  • Stylized image of a person
    A. L.
    Account Manager/Benefits Specialist
    Phone icon
  • Stylized image of a person
    B. R.
    Business Development
    Phone icon
  • Stylized image of a person
    N. K. C.
    Financial Advisor
    Phone icon
  • Stylized image of a person
    C. R.
    Finance Internship
    Phone icon
  • Stylized image of a person
    R. M.
    Financial Advisor
    Phone icon
  • Stylized image of a person
    L. L.
    Executive Administrative Assistant
    Phone icon

Echelon Group Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Accounting
  • Banking
  • Business Development
  • Community & Social Services
  • Other

Contact profiles from Echelon Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    E. L. R.
    Chief Executive Officer
    Phone icon
    Jan 28, 2026
  • Stylized image of a person
    D. H.
    Vice President Employee Benefits
    Phone icon
    UNITED STATES
    Jul 12, 2023
  • Stylized image of a person
    A. L.
    Account Manager/Benefits Specialist
    Phone icon
    United StatesIdaho
    Jan 21, 2026
  • Stylized image of a person
    B. R.
    Business Development
    Phone icon
    United StatesIdaho
    Jan 21, 2026
  • Stylized image of a person
    N. K. C.
    Financial Advisor
    Phone icon
    United StatesIdaho
    Jan 21, 2026
  • Stylized image of a person
    C. R.
    Finance Internship
    Phone icon
    United StatesIdaho
    Jan 21, 2026
  • Stylized image of a person
    R. M.
    Financial Advisor
    Phone icon
    United StatesIdaho
    Jan 21, 2026
  • Stylized image of a person
    L. L.
    Executive Administrative Assistant
    Phone icon
    United StatesIdaho
    Jan 21, 2026
  • Stylized image of a person
    D. L.
    Employee Benefit Consultant
    Phone icon
    United StatesIdaho
    Jan 21, 2026
  • Stylized image of a person
    D. R.
    Securities Available
    Phone icon
    UNITED STATES
    Jan 08, 2024

Frequently Asked Questions

What is Echelon Group known for?

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Echelon Group was founded in 2004 operates in the Financial Services industry. The company's main headquarters is located in 405 West Myrtle Street Suite 100 Boise, Idaho 83702 United States; you can contact the main corporate office by phone at . Explore Echelon Group's company overview page for more information.

What is Echelon Group's most common email format?

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Echelon Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Echelon Group email formats with LeadIQ.

How many employees does Echelon Group have currently?

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Echelon Group has approximately 26 employees as of February 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Echelon Group's key employees and leadership?

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As of February 2026, Echelon Group's key employees include:

  • Chief Executive Officer: E. L. R.
  • Vice President Employee Benefits: D. H.
  • Account Manager/Benefits Specialist: A. L.
  • Business Development: B. R.
  • Financial Advisor: N. K. C.

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