If your definition of financial independence or freedom includes sharing your financial assets with others, you would be well served by creating a strategy, a charitable giving strategy. Download our charitable giving checklist at the end of this article to help you get started with creating your own plan. You may also find these five…
Alisa joined Eldon Reese Advisory Group in 2024 as our Retirement Plan Experience Manager. Whether you are a retirement plan sponsor or participant, Alisa is here to assist with distribution requests, changes in personal details, enrolling new participants, or general questions related to company-sponsored retirement accounts.
Alisa was born and raised in Oregon and attended college at Utah Valley University. She currently lives in Los Angeles while pursuing a career in the performing arts. Alisa enjoys being creative in any way she can: dancing, singing, and making her own clothes. She also enjoys spending time outdoors doing yoga or hiking.
When you need assistance with retirement plan service or a distribution request, Alisa will be here to help with any forms or processes required.
Blaine Burnett has been a financial advisor since 2014, He joined Eldon Reese Advisory Group as an Independent Advisor Representative in 2023. Blaine leverages the freedom of the Registered Investment Advisor model to match his client’s needs and interests to the wide variety of investment products and strategies available.
He monitors market developments and seeks investments that most appropriately meet his client’s best interests. Each investor’s goals and needs require customizing a plan, including accumulating assets, funding education, increasing family security, charitable giving, maximizing retirement income, and providing a financial legacy
When Blaine is out of the office, he enjoys being with his family, serving others in his local church and community, singing in his church choir, and watching sports.
Jenni joined Eldon Reese Advisory Group in 2024 as the Implementation Manager, where she is responsible for establishing new client accounts. Jenni values reliability and is committed to prioritizing the needs of our clients. She ensures that all new business requests are completed accurately and in a timely manner.
Prior to joining Eldon Reese, Jenni gained valuable experience working alongside her parents in their food truck business and with Herbalife. She also completed school internships where she supported children and most recently served as administrative support with the Hillsboro School District.
Jenni is dedicated to helping others feel secure and confident throughout the account setup process. She places a high value on integrity and trustworthiness, striving to create lasting relationships built on care and transparency.
Outside of work, Jenni is actively involved in her church community, where she plays guitar and sings for services. She holds an Oregon Transfer Degree and is currently pursuing an accounting degree at Portland Community College. Additionally, Jenni is bilingual, allowing her to serve a broader range of clients effectively.
Brittany Decker has been serving our clients since 2018. She played an integral role in creating Eldon Reese Advisory Group in 2022. In her role as our Client Experience Manager, Brittany leverages her extensive experience to help our clients with many of their day-to-day questions and requests. She thrives on creating efficient systems, solving problems, and fostering meaningful connections with the families we serve.
Now based in Columbus, Ohio, Brittany recently completed her associate degree in Accounting and continues to pursue professional growth and education. Prior to joining Eldon Reese, she held positions in the teaching and customer service fields.
Most of her time outside of the office is spent with her son, Mathew, and her significant other. Together they enjoy disc golf, kayaking, trips to the coast, and camping.
Brittany is an expert at navigating the various investment and insurance companies that we work with. Once you are part of the Eldon Reese family, Brittany will be your go-to contact for all account specific questions.
Duane Bolinger began his career in the financial services industry in 2007 with Beneficial Financial Group. Over the last 15 years, he has helped hundreds of families, individuals, and business owners map out their financial plans. Duane started Eldon Reese Advisory Group in 2022 to provide more options, services, and flexibility to his clients, many of whom have been with him from the very beginning.
As the founder and Lead Advisor at Eldon Reese Advisory Group, Duane assists clients in discovering, implementing, and monitoring their path to financial independence. He values independence, accountability, and responsibility and works every day to ensure that each person who works at Eldon Reese demonstrates these core values.
Duane holds a Bachelor of Science in Economics and Mathematics from Portland State University. After graduating in 1997, he pursued a retail management career with Safeway Stores and Target. Inspired by a desire to put his economics/math degree to work while creating more flexibility in his work schedule, Duane decided to strike a new path and build a financial services business.
Together with his wife, Wendy, he enjoys traveling for business or to visit the families of their five children and many grandchildren. In his spare time, Duane enjoys golf, landscape projects (not maintenance), and hiking.
Feel free to reach out to Duane if you have planning, investment, or strategy questions; he will be happy to assist.
We will meet with you as needed and on a regular basis, at least annually, but usually more frequently depending on engagement level and complexity of strategies. We monitor the investment accounts that we service on a quarterly basis.
Once you have created your financial plan, we can assist with the implementation phase. We have strategic partners in the fields of tax, insurance, and law who will help you bring your plan to life. We don’t simply “hand you off”, but stay with you all the way through this implementation phase.
We are proactive in contacting you for our regularly scheduled review meetings. Depending on your specific needs, objectives, and availability, we will meet as often as needed to guide you along this new path to financial independence.
The financial landscape has changed over the past few decades. We used to work 30+ years for one or two companies and receive a nice watch at our “retirement”. Then we would play golf, volunteer, or sit in a rocking chair on the front porch of our “paid for” home.
While this may be the experience of a few folks, this is typically not the case today. Many love what they “do” for a living and really do not anticipate an ending date. If they do, it will be much later than the traditional retirement age. Some of us will taper off by working less, travelling more, but still working. Still others are focused on helping others and making a difference in their world.
Whatever path you choose, we call this Financial Independence. Creating a plan to guide you down this path requires more than just saving for “retirement”. A Financial Plan will be extremely helpful.
We start by gathering the quantitative data; assets, liabilities, income (current & future). Then, the qualitative. This is why we call it Discovery. We ask questions about your goals and objectives that you may not have discussed before. Finding out what matters most to you will be very helpful in designing a plan towards independence that is aligned with your values. That’s the only way that you’ll stick with the plan.
We end by asking our final question, “What are your three most important financial goals?” This will require that you prioritize what matters most. There are almost always trade-offs when developing any plan. Determining the Big 3 helps us understand which trade-offs are acceptable and which are not.