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Who We Are

At Resource Consulting Group, we live by four key values: integrity, quality, compassion, and work/life balance. Whether it’s consistency in our client interactions, quality in our processes, our dedication to the community at-large, or our firm commitment to ensuring that our staff maintains a healthy balance between work life and home life, we believe that these values culminate in the ultimate client experience.

Below you’ll find a detailed description of each key area of our business. Click on their photos to read the biographies of the people who help make RCG so unique.

Josh Andrews
Josh Andrews
Paraplanner
Joellene Aylor
Joellene Aylor
Paraplanner
Gregg Biro
Gregg Biro
Director of Business Development
Natalie Campese
Associate Wealth Advisor
Bev Coble
Bev Coble
Director of Human Capital
Andrew Colombino
Andrew Colombino
IT Specialist
Amy Davis
Amy Davis
Wealth Advisor
Mike Davis
Mike Davis
Founder/CEO/Wealth Advisor
Kelley Espinosa
Kelley Espinosa
Client Coordinator
Frank Garcia
Frank Garcia
Co-Chief Investment Officer/Wealth Advisor
Taylor Mace
Taylor Hughes
Communications Coordinator
Johnnie James
Johnnie James
President
Nicole Jeffries
Nicole Jeffries
Client Coordinator
Karla Keeney
Karla Keeney
Director of Technology
Bethany Kolacsky
Bethany Kolacsky
Administrative Assistant/Receptionist
Steve Mackall
Stephen Mackall
Director of Operations/Co-Chief Investment Officer
Mike Masur
Mike Masur
Chief Financial Officer/Wealth Advisor
Helen Mize
Helen Mize
Specialist Wealth Advisor
Heather Mulcahy
Client Services Specialist
Linda Palonen
Linda Palonen
Wealth Advisor
Rachel B. Parks
Rachel B. Parks
Administrative Assistant
Ernie Phillips
Ernie Phillips
Wealth Advisor
Nicole Regilio
Nicole Rutledge Regilio
Director of Financial Planning/Wealth Advisor
Kattia Roedel
Client Service Specialist
LaShonda Royal
LaShonda Royal
Client Service Specialist
Brenda Shofner
Brenda Shofner
Operations Manager
Kimberly Sterling
Vice President/Wealth Advisor

*No relation

Executive Leadership

Our executive leadership team is dedicated to the long-term development of Resource Consulting Group. Their goal is to ensure sustainability, maintain governance, and uphold the integrity of our organization.

It is through their leadership and strategic planning that we strive to be a firm that serves you and your family for generations.

Mike Davis
Mike Davis
Founder/CEO/Wealth Advisor
Johnnie James
Johnnie James
President
Mike Masur
Mike Masur
Chief Financial Officer/Wealth Advisor
Kimberly Sterling
Vice President/Wealth Advisor

Advisory Services &
Financial Planning

RCG’s advisory services and financial planning team is stacked with seasoned and talented advisors who work with our clients to quantify goals and create a realistic, uncomplicated plan for achieving their financial objectives. With varied backgrounds and expertise, they bring a well-rounded and academic-based approach to investing and keep RCG firmly grounded in our mission.

Josh Andrews
Josh Andrews
Paraplanner
Joellene Aylor
Joellene Aylor
Paraplanner
Gregg Biro
Gregg Biro
Director of Business Development
Natalie Campese
Associate Wealth Advisor
Amy Davis
Amy Davis
Wealth Advisor
Mike Davis
Mike Davis
Founder/CEO/Wealth Advisor
Frank Garcia
Frank Garcia
Co-Chief Investment Officer/Wealth Advisor
Mike Masur
Mike Masur
Chief Financial Officer/Wealth Advisor
Helen Mize
Helen Mize
Specialist Wealth Advisor
Linda Palonen
Linda Palonen
Wealth Advisor
Ernie Phillips
Ernie Phillips
Wealth Advisor
Nicole Regilio
Nicole Rutledge Regilio
Director of Financial Planning/Wealth Advisor
Kimberly Sterling
Vice President/Wealth Advisor

*No relation

Business Operations

Our operations and business development teams work hard to ensure we run smoothly and that the RCG brand is held to the highest standard. They are a dedicated, compassionate, fast-paced group of professionals who work to meet the needs of clients and advisors, and operate as the main support system for the firm. From account services to information technologies to communications, and more, they help elevate the client experience and reinforce our dedication to community service and engagement.

Bev Coble
Bev Coble
Director of Human Capital
Andrew Colombino
Andrew Colombino
IT Specialist
Kelley Espinosa
Kelley Espinosa
Client Coordinator
Taylor Mace
Taylor Hughes
Communications Coordinator
Nicole Jeffries
Nicole Jeffries
Client Coordinator
Karla Keeney
Karla Keeney
Director of Technology
Bethany Kolacsky
Bethany Kolacsky
Administrative Assistant/Receptionist
Steve Mackall
Stephen Mackall
Director of Operations/Co-Chief Investment Officer
Heather Mulcahy
Client Services Specialist
Rachel B. Parks
Rachel B. Parks
Administrative Assistant
Kattia Roedel
Client Service Specialist
LaShonda Royal
LaShonda Royal
Client Service Specialist
Brenda Shofner
Brenda Shofner
Operations Manager

Use the arrows at the edge of the screen to advance through the milestones or click the flags on the timeline to jump to a specific milestone.