Our team works to address complex financial needs. We guide families through their concerns to help them arrive at solutions best suited to their goals.
Senior Wealth Manager
Peter founded Resource Financial Group as an independent investment advisory firm in order to carry out his mission to provide unbiased, professional wealth advice to successful families who appreciate the freedom and peace of mind that...
As a wealth manager, I am able to draw on my experience in investment management and financial planning to help our clients achieve their financial goals.
Client Service Manager
Many clients are familiar with Alex. She is responsible for ensuring the exceptional level of service that Resource Financial Group provides to all of its clients.
Wealth Management Analyst
Bahri is passionate about the financial markets and helping people, which guided him into the wealth management industry. He is responsible for providing support to the investment management and financial reporting processes at RFG.
Client Service Specialist
Ashley is responsible for supporting the high quality relationships we are proud to have with each of our clients.
Liz has five years of financial and administrative experience and is mainly responsible for administrative support. She enjoys finding solutions for complex tasks and helping clients with their questions.
Priscilla joined us with over ten years of administrative and paralegal experience. She is responsible for providing vital support for our financial planning process...
Marketing Coordinator/Client Service Specialist
Amber earned her B.A. and M.A. from Indiana University, Bloomington. Coming from a varied background of experience, Amber brings her skills in project management and attention to detail to the RFG Team.