Locations

Regional Offices
Great Lakes: 844-570-9886
Northeast: 844-701-9884
Southeast: 800-980-9881
West: 800-221-9882
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Our Company

As the leading provider of reserve studies, Reserve Advisors is committed to delivering an exceptional reserve study experience by exceeding the needs of every client served. Our approach has been “Long-term thinking. Everyday commitment” since our very first reserve study completed in 1991. We’ve partnered with more than 10,000 clients, applying our core values and a highly skilled team as the leading provider of individually researched and written comprehensive reserve studies.

Our Values

  • Customer service - We are a service firm with an everyday commitment to our clients before, during and after the reserve study. Our customer service results from long-­term thinking and asking questions to fully understand each client’s objectives to provide an exceptional product with exceptional service.
  • Professionalism - We value competence, knowledge, resourcefulness, quality, cooperation, respect and attitude, exemplified by a daily commitment to each other and our clients. Positive attitudes, competence and cooperation on all levels result in clients choosing to return again and again and recommending us to others.
  • Accountability - We embrace accountability as a process of seeing it, owning it, solving it, and doing it by making, keeping, and answering our commitments to our clients.
  • Technical quality - The need to produce reserve studies tailored to each client will always guide the evolution of our services. We pride ourselves by going beyond traditional or standardized reserve studies which are fixed in time. Our clients receive remarkably simple, state of the art tools to use their reserve studies on-demand in real time.

Meet our Founders

John

John P. Poehlmann Co-founder and Principal

John has more than 30 years of experience in the reserve study business. As co-founder, he is responsible for establishing and implementing vision, long-range goals and strategies of Reserve Advisors that are built upon helping fiduciaries manage their property more effectively. Additionally, he ensures our team provides boards and managers with long-term insight about their properties and the tools to help them succeed.  

He's served on CAI's (Community Associations Institute) national Board of Trustees. John holds his Reserve Specialist (RS) designation and is a founding member of CAI's Reserve Committee that established CAI's National Standards for Reserve Study providers. He spearheaded the formation of the Wisconsin CAI chapter, where he has served on its board.

Ted

Theodore J. Salgado Co-founder and Principal

Ted has more than 30 years experience in serving community associations with comprehensive reserve studies. Together with John, he is responsible for directing the long-term strategy and objectives of the company to engage both the imagination and the energies of its people with a culture of empowerment for the benefit of its clients.

Ted is a past president of the Association of Professional Reserve Analysts (APRA), holds the RS and PRA professional designations and is a professional engineer. He is also a Community Association Leader Volunteer of CAI, has lived in community associations for 25 years, and serves on the local CAI Legislative Action Committee.

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"The value of our report definitely exceeds what we paid for it."

Alan Markert, Board Member

The Greens At Dalton
Owners Association Durango, CO

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