Reaching a Deal


Through a team of specialized business consultants, we work in partnership with you to realize expectations as it relates to your customized strategic focus. Value adds include, but are not limited to: program management, strategic business development, best practices, and policy updates. 

Lou Mastropietro

Sr. Business Consultant

(516) 971-8828

Mark Brakel

Director of Business Consulting

(701) 936-3906

Sherrie Reynolds

Director of Business Consulting

(405) 226-9756

Thomas L. Davila, II

Director of Business Consulting

(210) 403-0902

David Foster

Director of Business Consulting

(608) 215-1804

Cindy Nagel, CFP®

Director of Business Consulting

(704) 816-8004

Tina Bakalas

Business Consultant 

(718) 938-9512

Gloria DuBose, MBA

Practice Management Consultant

(704) 816-8020

Jon Meyers

Business Consultant

(412) 429-1959

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

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.

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