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 Operation
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