March 2024

March’s “Ask Away” Advisor Spotlight

Continuing our “Ask Away” Advisor Spotlight Series! In our featured “Ask Away” Advisor Spotlight Series, learn more about some exceptional LPL Financial advisors partnering with Financial Resources Group — incredible minds with interesting backgrounds. Discover their unique insights, strategies, and personal stories that have fueled their success. Each month, we’ll cast a spotlight on a different advisor, unveiling […]

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March Employee of the Month!

Financial Resources Group continues their Year of Celebration where each month an employee will be recognized for their outstanding efforts in their role at the firm. We are proud to announce March’s Employee of the Month winner – Diana Heinimann, Sr. Commissions Specialist! “Diana Heinimann is known for her exceptional knowledge in the commissions and

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