FINANCIAL RESOURCES GROUP - Key Persons
Job Titles:
- Director of Business Consulting
Chris Thompson has over 25 years of investment sales experience. In 1992, he started up and managed an office of 15 independent advisors, which he ultimately sold to a Michigan bank. In 2002, he worked at Citizens Bank headquartered in Flint, MI, (now Huntington Bank) as a financial advisor and was the top advisor in the financial services program and subsequently placed in the top 20 for the broker/dealer Financial Network Investment Corp. In 2005, he became the program manager for Citizens Bank, overseeing investments and trust sales. Chris joined LPL Financial as Vice President of Business Consulting in 2011. During the spring of 2013, he transitioned to serve as a business consultant for Financial Resources Group Investment Services. In 2018, he became one of the co-owners.
Job Titles:
- Director of Project Management
Christa Franse is one of the owners of Financial Resources Group Investment Services, where she specifically manages the onboarding and human resources & teams.
Christa works to bring new employees, representatives, and support personnel onboard and registered with LPL Financial, where necessary. Christa believes that taking the time to truly understand each person's goals and objectives is crucial in setting them up for success.
Christa grew up in South Barrington, a suburb of Chicago, but was drawn to the Southeast temperatures. She graduated from University of North Carolina - Charlotte and lives in Fort Mill, S.C. with her husband, Brad, and two children; Brayden, 16 and Alexa, 12. Both children are sports-oriented and competitive, so Christa typically spends her free time at the baseball or softball fields, cheering them on.
David Rich - Chief Compliance Officer
David Rich's 20+ years in the investment services industry has given
him a unique perspective of the financial markets. Throughout his
career, David has held several senior level positions such as Vice
Job Titles:
- Chief Executive Officer
- Founder and CEO of Financial / Resources Group Investment Services
Bruce has more than 35 years of experience in the financial services
industry with significant expertise in financial institution third-party
brokerage arrangements. Bruce is the founder and CEO of Financial
Resources Group Investment Services.
Job Titles:
- Director of Business Development
Job Titles:
- Managing Director of Business Consulting & Development
Mark Stieve has over 35 years of experience in the financial services industry. Majoring in finance, he attended Delta College and Saginaw Valley State University in Michigan. Afterward, he completed his Trust I, II and III certifications from the Cannon Financial Institute.
Employed in the financial services industry since 1985, he has held many roles advancing from financial advisor and program manager to president of a trust and wealth management firm.
Matt has more than 35 years in the financial services industry. He is currently a business consultant at Webster Investments, formerly Sterling Wealth Services at Sterling National Bank. Prior to becoming a business consultant, he held various sales management positions and began his career as a financial consultant. Matt enjoys being in a position where he can help experienced financial consultants grow their businesses. Additionally, he appreciates creating career paths for licensed sales assistants and associate financial consultants to become financial consultants. In his free time, Matt and his wife enjoy spending time with their five grandchildren. He is a big baseball fan and enjoys pulling for the Mets. Matt likes traveling to Europe and his favorite destination is Aruba, where he and his family take an annual two-week vacation visiting this tropical island. Additionally, Matt began taking up both golf and ballroom dancing, but unfortunately wasn't good at either one. Phone: +1 (516) 731-8977 Email: matthew.baval@lpl.com
Steve joined Financial Resources Group Investment Services in May
2021 where he serves as President of the organization. His
Warren Bausert, CFP®, ChFC®, has more than 30 years of experience in the bank investment & insurance industry. Warren leads a team of nearly 50 advisors, management and staff, and more than 25 licensed bankers who collectively have more than $4 billion in assets under advisement at Sterling Wealth Services.