Business Partners at Work



Our Business Consulting and Sales Leadership team helps guide you toward a path of success by developing effective ways to manage your business, attract new relationships, strengthen existing relationships, attract and retain top talent, and remain competitive in the marketplace.

Growing Your Business

Through a team of specialized business consultants, we work in partnership with you to help you grow revenue, fulfill your potential and exceed expectations.  Our focus areas include:

  • Practice Management

    • Optimal office setups and structure determination​​

    • Business process review

    • Identify and implement efficiencies

    • Analytics modeling

    • P&L considerations

  • Strategic Business Development

    • Customized growth initiatives 

    • Recruiting top talent

    • Business acquisition guidance

    • Succession planning

  • Value-Added Commitments​​

    • Keeping you current on policies and procedures​

    • Pre-audit walk-throughs

    • Continuous best practice/best solution sharing

    • Responsive liaison and business advocate

Business Consulting & Sales Leadership Team

Chris Thompson

Partner & Business Consultant - Mid-Atlantic

Mark Brakel

Business Consultant - Midwest

David Foster

Business Consultant - West

Sherrie Reynolds

Business Consultant - Southwest

Thomas L. Davila, II

Business Consultant - Southwest

Cindy Nagel, CFP®

Business Consultant - Northeast

Warren Bausert

Partner & Business Consultant - NY

Gloria Patterson DuBose, MBA

Practice Management


Matt Baval

Partner & Business

Consultant - NY

Brian Graf

Affiliated Partner

Business Consultant

Trevor Skipper

Affiliated Partner

Business Consultant 

Jon Meyers

Affiliated Partner

Business Consultant 

Jeff Osterman

Affiliated Partner

Business Consultant 

Check the background of investment professionals associated with this site on FINRA's BrokerCheck:

Tina Bakalas

Business Consultant - NY

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. 

Financial Resources Group Investment Services, member FINRA/SIPC, is a separate entity.

Financial Resources Group Investment Services

481 Munn Rd. E.        Suite 225        Fort Mill, SC 29715

Direct (704) 816-8000        Fax (704) 816-8200

To view our Business Continuity Plan Disclosure, please click HERE.

© Copyright 2018 Financial Resources Group Investment Services, LLC