RIA logo
MENU

Industry Vet Joins Vertical Financial Group – Laura Scobee and team move to be a Resources Investment Advisors Partner Firm

Overland Park, KS – Resources Investment Advisors (‘Resources”), a collaborative partnership of independent advisors, is pleased to announce that Laura Scobee, who was previously associated with The Capital Group, LLC, has joined Tom Parker, David Kover, and Brad Harris as part of Vertical Financial Group. Ms. Scobee and her team are based in St. Louis, Missouri, which will add to Vertical Financial Group’s existing offices in Chicago, Illinois; Valparaiso, Indiana; Naples, Florida; and Overland Park, Kansas.

Ms. Scobee has been in the financial services industry since 1982, working with owners and employees of small to midsized companies to help them build successful retirement plans, as well as helping individuals map out their financial goals. Ms. Scobee is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and member of the Financial Planning Association. She has also earned designations in the retirement plan industry as a Certified Pension Consultant (CPC) and Certified Plan Fiduciary Advisor (CPFA).

“We are very proud to have someone of Laura’s caliber join our organization,” said Resources’ President Vince Morris. “She will also be a great addition to Vertical Financial Group’s already strong team.”

About Vertical Financial Group

Vertical was founded with the goal to provide the tools and advice needed to help guide their clients forward and upward towards reaching each of their unique financial goals and aspirations. Vertical Financial Group has offices located in Chicago, Illinois; Naples, Florida; Valparaiso, Indiana; St. Louis, Missouri and the Greater Kansas City Area.

About Resources Investment Advisors

Founded in 1987, Resources Investment Advisors is an SEC-registered investment advisory firm that provides back office support, tools, products and services to a collaborative partnership of independent advisors leveraging resources, realizing the benefits of scale while still maintaining their ownership and unique cultures. Resources has approximately $12.1 billion in retirement plan assets and wealth management assets under management and services almost 1,100 retirement plans that cover approximately 302,000 employees. RIA has 130 staff members of which there are 90 registered as investment advisor representatives.

###

We have Resources.

Let us know how we can work together to reach your goals.