Meet the Staff
G. Pete Fields, CLU, ChFC
Capital Resource Group, Inc. (CRG) is an independent full service financial consulting firm established in 1991. Pete has been an investment counselor since 1979. He holds both the Chartered Life Underwriter and Chartered Financial Consultant designations from the American College. Pete has a Bachelor of Science degree from Colorado State University. His business concentration was in: Finance, Marketing, Personnel, Accounting and Labor Law. Pete is an experienced speaker having conducted seminars on tax, investing and financial planning for:
National Association of Certified Public Accountants
Social Security Administration
Small Business Administration
U.S. Environmental Protection Agency
Federal Employees Women Association
Brady has been in the financial services industry since March of 2003. He holds his Insurance Licenses, FINRA 7, 6, 63 & 65 licenses. His passion is helping clients enjoy the meaningful things in life with a solid financial foundation in place. He believes strongly in providing the best service he can, being fair and honest, and being available for his clients. Brady enjoys backpacking, mountain biking, and spending time with his children.
Brady can be reached at email@example.com
Certified Financial Planner
Steven has been in the financial services industry since October of 2010 and joined CRG in March 2015. He is a Certified Financial Planner and holds his Insurance Licenses, FINRA 7 & 66 licenses. His passion is creating financial plans for clients that not only address current goals and concerns, but also those that may unexpectedly arise many years down the road. He enjoys taking a team approach to financial planning and believes that collaboration helps provide the best advice and guidance to clients. Steven can be reached at Steven@crg1.com
Registered Office Assistant
Mary has a Bachelor’s of Science Degree in Business Administration from University of Colorado. She holds FINRA 6, 63 and life & health insurance licenses and has worked in the financial/retirement industry since 2013. Mary is here to support the team and assist all Capital Resource Group clients. Mary enjoys gardening, walking, performing arts and spending time with her dog Paisley. 303-233-5150
Lysa joined CRG in November 2015 after retiring from United Airlines. Lysa works part time out of the office and helps with general projects for CRG. She enjoys spending her time with Pete and her grandbabies. She is enjoying her retirement. Lysa can be reached at firstname.lastname@example.org.
Certified Public Accountant
Don has been an accountant since 2004 and a licensed CPA in Colorado since 2006. He has over 10 years of public accounting experience serving the accounting and tax needs of both small business and various industries and individuals. Don received his Master’s Degree in taxation from the University of Denver in 2010. Don believes in being proactive by keeping his clients up to date on the ever changing tax laws and prides himself on being responsive to client’s needs. When Don isn’t on the phone arguing with the IRS he enjoys traveling with his wife and two children. Don can be reached at email@example.com or 720-226-4590.