Amani Sodhi, Marketing Account Manager

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 November’s Employee of the Month winner – Casey Hall, Director of Onboarding & Integration Since day one, Casey has been a powerhouse of positivity, […]

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 October’s Employee of the Month winner – Adam Rean Bohlen, Director of Business Consulting Adam brings a level of energy and passion that’s felt

Our Business Consulting Team’s Insightful Week with Symetra in Bellevue, Washington At Financial Resources Group, collaboration is at the heart of everything we do. Last week, our Business Consulting team had the privilege of visiting Symetra’s beautiful Bellevue, Washington, home office for an insightful “Students of the Industry” training session. This incredible opportunity allowed our

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 August’s Employee of the Month winner – MJ Mulligan, Director of Training MJ is recognized for her exceptional dedication and commitment to service excellence.

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 August’s Employee of the Month winner – Jenn Wallace, Practice Management Consultant Jenn’s dedication to learning and helping whenever needed has made a significant

As the sun set over San Diego, the atmosphere at Focus 2024 was anything but ordinary. Financial Resources Group had the incredible opportunity to host our advisors, executives, and their guests for a truly wild experience at the San Diego Zoo’s Elephant Odyssey exhibit. This special event was the perfect blend of professional engagement and

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 July’s Employee of the Month winner – Adesh Hariprashad, Associate Trainer Adesh is recognized for his exceptional dedication and professionalism. His ability to expertly

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 June’s Employee of the Month winner – Raymond Miller, Accountant II Ray is best known for his upbeat, positive attitude and meticulous work in

Nothing beats the camaraderie of a day spent enjoying America’s favorite pastime. On a sunny Saturday afternoon, our home office associates and their guests gathered for a delightful event at Truist Field’s Dugout Suite. This annual tradition has become a highlight of our calendar, and this year’s social did not disappoint. As the Charlotte Knights