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Mike Masur

Chief Financial Officer/Wealth Advisor

Strengths:

  • LearnerPeople especially talented in the Learner theme have a great desire to learn and want to continuously improve. In particular, the process of learning, rather than the outcome, excites them.
  • ResponsibilityPeople especially talented in the Responsibility theme take psychological ownership of what they say they will do. They are committed to stable values such as honesty and loyalty.
  • ContextPeople especially talented in the Context theme enjoy thinking about the past. They understand the present by researching its history.
  • AnalyticalPeople especially talented in the Analytical theme search for reasons and causes. They have the ability to think about all the factors that might affect a situation.
  • ArrangerPeople especially talented in the Arranger theme can organize, but they also have a flexibility that complements this ability. They like to figure out how all of the pieces and resources can be arranged for maximum productivity.

Professional Experience

Mike joined Resource Consulting Group in November 2005 and is the Chief Financial Officer/Chief Operating Officer/Chief Compliance Officer and a shareholder of the firm.

The Louisiana native earned his Bachelor of Science in Management with high honors from Tulane University. As part of his degree, he studied a year abroad at the London School of Economics.

In 1986, Mike obtained his Certified Public Accountant license and joined Arthur Andersen, LLP where he worked in the audit department. In 1992, he moved into the private sector as the financial director for an Orlando-based law firm, and in 2001 worked as a district controller for the Central Florida YMCA. After joining RCG, Mike earned his Certified Financial Planner™ certification in 2009.

Mike is an avid runner and has run over 25 marathons across the United States.

Personal Thoughts

I was raised in northeastern Louisiana. My father owned a scrap metal recycling company, known more commonly as a scrap yard. I’d often spend my summer breaks working at the scrap yard with him and taking part in many of his hobbies, one of which was following the stock market. While other kids were outside hunting, fishing, or playing football, I could be found hanging out with my dad and making visits to the local stock broker’s office. Over time, I started following the ticker symbols on the broker’s electronic ticker tape and learning which symbols were important to watch based on my dad’s recommendations.

My interest in companies and financial markets compelled me to pursue a degree in business management at Tulane University and I started investing on my own and researching and picking stocks shortly after college.

Having been around stocks my entire life, I have a strong understanding of their individual volatility and risk. I’ve experienced frightening moments like the 1987 crash, the tech bubble, and the Great Recession.

Investing, at its root, is much like marathoning. Discipline and patience are the key to reaching the finish line. At RCG, we only invest in low-cost mutual funds with an investment philosophy that is academically derived. My desire is to bring my passion for investing and my disciplined approach to help my clients reach their financial goals.