Resource Consulting Group
301 East Pine Street, Suite 300
PO Box 4930
Orlando, Florida 32802-4930
(407) 422-0252 or (800) 448-0252
(407) 649-8795
Hours of
Monday through Friday:
8:00 a.m. to 5:00 p.m.

Whom do I contact?

If You Have Questions About…Please Ask For…

Client Services

Account registration, deposits*, withdrawals, transfers; understanding and reconciling your brokerage statements

* Please see our new guidelines for depositing checks.

Joellene Aylor
Brenda Shofner

Investment Services

Trading; cost basis information; mutual fund information; cash availability; IRA contributions/distributions

Stephen Mackall

Client Coordinators

Scheduling, data gathering, documentation of client meetings and activities

Donna Bowman
Natalie Campese


Analyze client data; prepare and monitor financial plans; research; develop investment and trading strategies; bring clarity and direction to financial issues; communicate likely economic consequences of crucial decisions; apply collective knowledge and personal creativity to help individuals make progress toward goals and a balanced life

Mike Davis
Jim Martin
Mike Masur
Helen Mize
Linda Palonen
Ernie Phillips
Nicole Rutledge Regilio
Kimberly Sterling
Corrina Hoggard

Business Development

Gregg Biro