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Financial Resources Group Investment Services

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Financial Resources Group Investment Services is comprised of a dedicated team of professionals focused on growing investment services practices for more than 70 financial institutions and 450 independent advisors, nationwide.

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E. Bruce Miller

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Steve Lank
President
David Rich
Chief Compliance Officer
Mark Stieve
Managing Director of Business Consulting & Development
Adam Rean Bohlen
Director, Business Consultant
Chris Thompson
Director of Business Consulting
MJ Mulligan
Director, Training
J.J. Hudock
Director of Business Development
Christa Franse
Director of Integration & Technology
Monica Farrell
Director of Operations
Jennifer Hallmark
Senior Marketing Account Manager
Christian Hough
Payroll & Benefits Manager
Tricia Hutchinson
Senior HR Generalist
Angela Boykin-Wiley
Virtual Relationship Specialist
Gloria DuBose
Senior Practice Management Consultant
Amani Sodhi
Marketing Account Manager
Heather Rossitto
Senior Practice Management Consultant
Amani Sodhi
Marketing Account Manager
Heather Rossitto
Senior Practice Management Consultant
Raymond Miller
Accountant II