MEET OUR TEAM

Richard R. Rake, CLU®, CFP®  Managing Member.  He was raised in California and currently splits his time between Florida and Connecticut.  He contributes  to a number of local and national charities.  St. Jude's Children Research Hospital, his church, and the local police and fire departments as well as drug prevention.

He has earned his CHARTERED LIFE UNDERWRITER designation and is also a CERTIFIED FINANCIAL PLANNER practitioner. He is an Investment Advisory Representative and Chief Compliance Officer of Financial Resources Group, LLC, a registered investment advisor. He also is a licensed Life, Health and Long Term Care Insurance Professional.

He appreciates the freedom his schedule affords him to do the things he loves.   He enjoys meeting with client's,  golf, travel and spending time with his wife Janet, their children and especially their grandchildren.

Mark Pappa is CIO and IAR of Financial Resources Group, LLC a fiduciary. As  the Chief Investment Officer manages and designed the firm’s model portfolios and asset allocation strategies.

As an Investment Advisory Representative, he is bound both legally and ethically to act in the best interest of the clients and serves them with full transparency.  Mark is one of 150 advisors trained to conduct The Full Checklist Review to help people discover benefits they are owed and may not be aware of.  What’s commonly uncovered during The Full Checklist Review are hidden fees, unnecessary taxes, high turnover, lack of diversification, and higher risk than advertised.   

A “True Advisor” also covers the non-financial aspects of your financial plan. Some examples are to help people understand the importance of titling their accounts to avoid probate or showing them how to avoid having their bank, brokerage firm, and government agencies reject their durable (financial) power of attorney, that could restrict access to their money when they need it most.

These are just a few examples of the 21 items he covers to help people discover and implement a plan that’s most suited for their retirement and help them avoid common pitfalls retirees could face. Mark works to help clients find ways to capture the most income, with the lowest taxes, and the least chance of running out of money. 

When he is not servicing clients, he enjoys staying up on current events, working out, sports, and volunteering his time to civic organizations. More than anything he just enjoys being the best dad he can be for his son.