Brian L. Mitchell

Brian received a Bachelor’s Degree in Finance from the University of Iowa in 1999. He played baseball professionally with the Toronto Blue Jays Organization before moving on to become an Assistant Vice President at Hawkeye State Bank, a local commercial bank. At Hawkeye, he managed a branch location while substantially growing the loan portfolio specializing in Real Estate and Small Business lending. In September 2003 Brian opened the Chicago-based Resources Planning Group (RPG) office in Iowa City serving as a financial advisor. Since joining RPG Brian has helped to grow the assets of the company, but also has been very integral in raising money for several real estate and venture capital and private equity projects. Brian has helped clients strategically position their businesses for sale. He has helped play a role to restructure entities for greater tax efficiency, estate planning, working with buy sell agreements and their funding. Brian also has helped to introduce existing clients to other existing clients and has watched those relationships prosper. Brian was the University of Iowa Varsity Club President in 2006-2007. He also is the co-founder of Diamond Dreams, a baseball and softball academy in Iowa City. Connect with me on Linkedin.

Terrance R. Hennessy

Terry is a Managing Director of Resources Planning Group. He graduated from the University of Notre Dame in 1981 with a Bachelor’s of Business Administration in Finance. Upon graduation he joined New York Life Insurance Company as a life insurance agent. After moving to Cleveland, Ohio, he joined Northwestern Mutual Life Insurance Company. He holds and maintains the designation of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC).

Joseph J. Hennessy   

Joe is a Managing Director of Resources Planning Group. Prior to opening RPG in Chicago in 1987, he worked with Touche Ross & Co. in Chicago as a CPA and as Financial Officer of William Blair Realty, a Chicago investment banking firm. Joe brings his asset management strengths to Resources Planning Group, as well as his experience in personal wealth building and in working with physician clients in several states. He is a 1982 graduate of the University of Notre Dame. Connect with me on Linkedin

Jay Cipra

(Jay) Cipra is the Chief Operating Officer of Resources Planning Group and brings over 12 years of successes in building organization’s sales, marketing and operational functions. Jay is a graduate of the University of Denver where he received a bachelor degree in marketing and finance and was a member of the men’s hockey team. His professional experience includes senior roles in sales and marketing for publicly traded companies as well as operational roles for both a privately held company and a NASDAQ corporation. He is also a member and Vice Chairman of the Board of Directors for two privately held manufacturing companies. Jay will focus his attention and experience toward building the sales, marketing and operational functions of Resources Planning Group. Connect with me on Linkedin.

Peter Boylan

Pete brings nearly 40 years of diverse business and management skills and experience to Resources Planning Group. He spent 12 years with The Staubach Company in Dallas as President of Staubach Investments, Inc., overseeing real estate syndication and investments. A licensed real estate broker and NASD broker dealer in Texas, he oversaw investments in excess of $70 MM. Returning to Cincinnati in 1988, Pete worked as Director of commercial development at Towne Properties, followed by 12 years as Assistant Principal, Athletics, at St. Xavier High School. Pete is currently an associate in the Cincinnati office of Chicago-based Resources Planning Group (RPG), where his focus is on financial planning and asset management. Pete holds a bachelor degree in Business and an MBA in Finance from Xavier University.

Michael Marietti

Mike is the Portfolio Manager for Resources Planning Group and brings over 20 years of trading and management experience to our firm. Mike is a graduate of the University of Chicago where he completed his degree in Mathematics in 1985 and was a member of the U of C Football Team. Prior to joining RPG, Mike spent 16 years specializing in Fixed Income Futures on the floor of the Chicago Board of Trade (CBOT). At CBOT he was responsible for future sales and execution for global fixed income clients as the Floor Manager and Director for Barclays Capital, Inc. For the past 7 years, he has been a Proprietary Trader and Risk Manager for two Chicago based financial firms. Mike is responsible for managing the portfolio’s for all of Resources Planning Group’s clients and focusing on all of their financial needs. Connect with me on Linkedin.

Kurt Marty

CPA/PFS Kurt attended Florida Southern College and earned a Bachelor of Science degree in Accounting, while playing on the men’s varsity golf team. He holds an MBA, with a Taxation major, from Xavier University. He is an Ohio licensed Certified Public Accountant (CPA) and has been designated by the American Institute of Certified Public Accountants as a Personal Financial Specialist (PFS). Kurt has worked in public accounting for nearly 10 years. Prior to joining RPG, he was with the Cincinnati office of Deloitte & Touché, LLP, where he concentrated on tax planning and compliance as well as financial counseling for high net worth individuals. Since 2002, Kurt has been in charge of the Cincinnati office of Resources Planning Group, serving as a financial advisor. Connect with me on Linkedin.

Mike Bain

Mike has more than 16 years of experience providing tax and financial planning services to business owners, retirees, corporate executives and high net worth individuals. Mike’s experience includes 13 years in public accounting, 10 with Deloitte & Touche, LLP in the Dayton and Cincinnati offices. Mike is a graduate of the University of Cincinnati where he obtained his Bachelor of Science in accounting. Mike is an Ohio licensed Certified Public Accountant and Certified Financial Planner practitioner (CFP®). Mike serves as a financial advisor in the Cincinnati office of Chicago-based Resources Planning Group (RPG). Connect with me on Linkedin.