Richard Eller is the President and Founder of Blueprint Financial Group, LLC. Since 1984, he has worked with a superb team of investment, research and support staff that focus on educating and preparing you for the most important decisions that affect your financial future and retirement.
He graduated from the University of Rochester, and successfully completed the graduate financial planning program at Fairfield University. He began his career in corporate banking at Manufacturers Hanover Trust Bank in New York City before moving to a private family investment banking firm.
Rich often speaks to the public and has been interviewed on radio and television. His popular retirement planning workshops for pre-retirees and retirees alike have been held in many locations. Rich was the host for a well-known radio financial program which aired in New York and Connecticut. He wrote a monthly newspaper column and authored other articles on investment management, saving for retirement and working to reduce taxes during retirement.
Mr. Eller works diligently as an educator and independent retirement planning specialist. This gives him the freedom and ability to focus solely on client relationships without any potential conflicts of interest. That is the Fiduciary standard of care he follows in service to you. He works for you, solely in your best interests, not any company.
Rich spends his free time with his wife and two children, and Australian Shepherd dog. He also enjoys traveling and woodworking. He and his family previously hosted an international exchange student. Currently, Rich is raising chickens and usually donates the fresh eggs.
Ms. Alicia Gao is a Portfolio Investment and Research Analyst at Blueprint Financial Group. Prior to joining Blueprint, she was an Investment Consultant at CITIC Securities which is a premier investment bank in China.
Ms. Gao holds an MS in Financial Risk Management from University of Connecticut, a BS in Global Business from The London School of Economics and Political Science and a BS in Finance from Nanjing Agricultural University.
During her free time, Alicia likes traveling, hiking outdoors and cooking.
Ms. Gabriella Borges is Director, Client Support Services at Blueprint Financial Group where she oversees all new and existing client management functions. Gabriella has worked for Wells Fargo and most recently, Morgan Stanley.
Gabriella graduated with a degree in Financial Investments and Markets from Western Connecticut State University. She enjoys volunteering with Junior Achievement and teaching the younger generation about saving money. During her free time, she enjoys going to the gym and spending time outdoors with her dog.
Christina Milic is our top-level client support specialist with years of hand-on experience helping people through various issues. She has superb skills in managing multiple tasks while simultaneously supporting and enhancing our new business relationships.
Christina is a valued team member who naturally enjoys helping others, whatever their needs may be. When she is not helping our clients in the office, Christina can be seen at the gym or spending time with friends.
Sladana (Jana) Bukalov is the Director of Client Services and Operations in our Naples office. She is the first person you speak with and the smile you see when you visit us.
Jana has worked in the financial services industry since 2000. She prides herself on instilling trust and confidence and is truly dedicated to providing outstanding service to all our valued client relationships.
Jana’s extensive industry knowledge and expertise help provide a critical component to our seamless operations.
Outside the office, she enjoys spending time with her husband at home and at the gym, traveling and learning new languages.