Broker Check


At Resource Financial Group we take great care in getting to know our clients.  We also look for ways to increase financial awareness using different forms of communication so that our clients can feel more and more comfortable with the investment decisions they make.

Our outreach includes:

  • Events:  Our events are meant for clients and their personal guests, and are not open to the general public.  There are no product pitches, sales gimmicks or attempts at mass marketing.  Peter has a knack for making information understandable and meaningful to an audience with varied levels of financial knowledge and interest.
  • Newsletters:  Every week RFG sends out its Weekly Wealth Report to clients and others who have expressed an interest in our services. This report includes a summary of the week's market activity and either a perspective from history or some other thought-provoking insight.  We like to add an interesting quote and even a weekly golf tip. Additionally Peter will sometimes include an article that might be of particular interest or use to our clients.

  • "Communication During a Crisis":  When market activity seems to be causing a bit of anxiety, we respond by increasing our communication in an effort to educate our clients, allay their concerns and help them keep perspective on what really matters.  These efforts may take the form of a Conference Call, a Forum, or a Market Bulletin email, and are organized and executed in a timely manner so that we may respond quickly to our clients' needs.

  • Media Relations: Peter has provided his expert opinion to several local and national news outlets including CNBC, Fox News, MarketWatch Radio and the Chicago Tribune.  Peter has also served as a regular guest on the WBBM Noon Business Hour and you can listen to several of his past interviews in our Newsroom.