News and Events

Financial Resources Group Hosts Open House

Financial Resources Group hosted an Open House event in celebration of their new office location on June 21.  Nearly 75 guests were in attendance for the reception and ribbon-cutting ceremony. “This beautiful new space wouldn’t have been possible without the collective talents, efforts, and tenacity of our team,” said President Steve Lank. “This move will …

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Bruce Miller Receives Charlotte’s Most Admired CEO Award

Financial Resources Group proudly announces that Bruce Miller was named one of Charlotte’s Most Admired CEOs by the Charlotte Business Journal.  Miller received this prestigious award on Thursday, June 16th at the fifth annual Most Admired CEOs Awards event at the Westin in downtown Charlotte. Honorees were chosen based on having a strong record of …

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Charity Golf Tournament Raises $250K

Financial Resources Group was among the sponsors of the 2nd Annual William Byron Charity Golf Tournament on May 11th that benefited Big Brothers Big Sisters of Central Carolinas. Held at scenic Peninsula Club in Cornelius, NC, the event raised approximately $250,000 that will go toward making a positive impact on today’s youth. Stephen Lank, President, who …

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Warren Bausert Receives Top Directors Award

Warren Bausert, CFP®, ChFC® and Partner & Director of Business Consulting at Financial Resources Group was recently recognized as a Top Director for large firms with 25-50 advisors by Kehrer Bielan Research and Consulting. The Kehrer Bielan 2021 Top Director Awards were organized into four categories: Small Firms, with less than 7 advisors Mid-size Firms, …

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Supporting Communities in Schools

Financial Resources Group CEO Bruce Miller discusses the company’s partnership with Communities in Schools of Charlotte-Mecklenburg. Miller highlights the passion behind supporting this organization and how the company’s six fundamentals are paramount to their work in helping Communities in Schools work toward their mission of empowering students to stay in school and achieve life.

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