Our People


Richard R. Rake, CLU®, CFP® has been in the financial services profession since 1975. He has earned his CHARTERED LIFE UNDERWRITER designation and is a CERTIFIED FINANCIAL PLANNER practioner. He is an Investment Advisory Representative and Chief Compliance Officer of Financial Resources Group, LLC, a register investment advisor. He also is a licensed Life, Health and Long Term Care Insurance Prefessional. 

 

He enjoys golf, travel and spending time with his wife Janet, their childen and especially their grandchildren.

 

Mark Pappa conducts a 21 Point Financial Review to help his clients uncover unnecessary risks and fees they could be paying along with discovering benefits they could be owed or were not made aware of.

He begins by focusing on 10 non-investment "red flags" that could potentially throw a financial plan into a tailspin if left unattended.  He believes a true advisor should focus on the the little things to prevent them from becoming big problems in the future.

Mark is the Chief Investment Officer and is an Investment Advisory Representative of Financial Resources Group, LLC, a Registered Investment Advisor.  He is also a licensed Life and Long Term Care Insurance Professional.  As Chief Investment Officer, utilizing his firm's "Portfolio to Plan" methodology he designs and monitors a range of lower cost institutional caliber portfolios to ensure each client portfolio meets their suitability and risk tolerance objectives.

Mark has been recognized as a Five Star Wealth Manager for 2018-2019 and is also a Dave Ramsey SmartVestor Pro in Hartford County Connecticut.

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 anyting he just enjoys being the best dad he can be for his son Drew.