Meet the Staff
G. Pete Fields, CLU, ChFC
President, Capital Resource Group, Inc.
I had an early start in business. As a sophomore in high school I took over the family excavation business. My younger brother and I specialized in doing technical, difficult, and often dangerous excavation work for Aspen Skiing Corporation - imagine me dangling behind a D-8 bulldozer held in place by a cable - digging an electrical line trench on the mountain; something my mom wasn’t to pleased about. We also contracted for personal residences in Aspen and Snowmass. I learned at an early age the value of hard work and the satisfaction in helping our client’s dreams come true.
In college I worked with the Small Business Loan Association helping small firms in all aspects of business planning including; marketing, accounting, space design and inventory tracking. This began my interest in the financial services field. In March 1979, I started in the financial services for a reputable company which began my journey.
I opened Capital Resource Group, Inc. (CRG) in 1991 as an independent full service financial consulting firm. I truly enjoy helping our friends and clients design, implement and achieve their goals. It has been gratifying to attend graduations of client’s children and retirement parties over many years.
I hold both the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from the American College. I attended Colorado State University and earned a Bachelor of Science degree in Business Administration. My areas of emphasis were Finance, Marketing, Personnel, Accounting and Labor Law.
At CRG we consider our clients family and treasure the special relationships developed over the years by earning their trust. The journey continues and we welcome any who seek assistance with their quest for financial security.
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. Mary can be reached at firstname.lastname@example.org
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 email@example.com.
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 firstname.lastname@example.org or 720-226-4590.
Not affiliated with Securities America. Does not have access to client files.