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 affluent families who appreciate the freedom and peace of mind that...
With extensive experience in asset allocation, portfolio construction, and investment analysis, Brian is responsible for the formation and execution of our investment management process.
Client Service Manager
Abby manages various projects focused on providing ever-increasing value to our clients. She also oversees client service projects designed to aid in RFG's financial planning process. Abby resides in Evanston...
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...