Resource Financial Group Employee Directory

Resource Financial Group corporate office is located in 1000 Skokie Blvd Ste 525, Wilmette, Illinois, 60091, United States and has 1-10 employees.

resource financial group ltd

rfg wealth team

resource financial group

Employees by Department

Departments

Number of employees

Finance

Operations

Sales

Key Employees of Resource Financial Group

AM
Alexandra Mois...
Client Service Manager
PhoneEmail
BP
Brian Pugal
Manager, Wealth
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Resource Financial Group Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Resource Financial Group

Hundreds of professionals searching for Resource Financial Group have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

JP
Jaden Park
Email Direct
Client Service Specialist
United States , Illinois , Wilmette

BK
Bahri Kurapey
Email Direct
Wealth Management Analyst
United States , Illinois , Wilmette

BP
Brian Pugal
Email Direct
Manager, Wealth
United States , Illinois , Wilmette

AM
Alexandra Moise
Email Direct
Client Service Manager
United States , Illinois , Wilmette

Former Employees at Resource Financial Group

Explore people who held key positions, contributed to Resource Financial Group's success, and advanced their careers.

Priscilla Swenson

Sales Specialist at doodad

Worked as Client Service Specialist

at Resource Financial Group (2020-2025)

Direct

Kristina Bazic

Financial Services Por... at Avanade

Worked as Finance Intern

at Resource Financial Group (2016-2017)

Direct

Stephany Boulas

Accommodations, Employ... at Walgreens

Worked as Marketing Coordinator

at Resource Financial Group (2018-2020)

Direct

Mask Content

Financial Advisor at Morgan Stanley

Worked as Certified Financial Planner & Professional

at Resource Financial Group (2016-2018)

Direct

Mask Content

Senior Accountant at FIRST ONSITE

Worked as Staff Accountant

at Resource Financial Group (2013-2019)

Direct

Explore More

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Frequently Asked Questions Regarding Resource Financial Group Employees

How many employees does Resource Financial Group have?

Resource Financial Group has 1-10 employees

Who are Resource Financial Group key employees?

Some of Resource Financial Group key employees are Alexandra Moise, Brian Pugal

Where is Resource Financial Group located?

Resource Financial Group’s headquarters are located at 1000 Skokie Blvd Ste 525, Wilmette, Illinois, 60091, United States

How do I contact Resource Financial Group?

Resource Financial Group Contact Info: Phone number: (847) 256-7495 Website: www.rfgltd.com

What does Resource Financial Group do?

Resource Financial Group, LTD specializes in wealth management services, offering a range of financial planning solutions including retirement planning, investment management, and tax planning. The company aims to build long-term relationships with clients by understanding their personal situations, dreams, and risk tolerances. They provide tailore... Read More

Is Resource Financial Group a public company?

Resource Financial Group is private company therefore does not currently have an official ticker symbol

See more information about Resource Financial Group Employees