HOME ABOUT US ACCOUNT ACCESS FINANCIAL PLANNING RESOURCES Who We Are Meet Our People How We Work What We Do For Whom We Do It We work to manage the uncertainties created by wealth. Glendale Office 3458 Ocean View Blvd. Glendale, CA 91208 ph: 818-547-2464 fax: 260-455-9059 info@resourcegroup.us Meet Our People John Marshall, CBEC, AIF Founding Partner John.Marshall@LFG.com Mr. John Marshall is a founding partner of The Resource Group. Over the past 30 years, John has worked with families and their advisors, designing and implementing plans to transition, grow and protect assets in excess of $1 billion. John is a Certified Business Exit Consultant (CBEC®) as well as an Accredited Investment Fiduciary (AIF®). In addition to professional experience, John has personal experiences that inform his unique planning approach. Raised in a family that owned private businesses, John has lived through the financial and emotional aspects of selling a family business, and transitioning a family business to the next generation. Additionally, within his family, John has experienced the impact of long term care and planning issues related to stroke, terminal illness, and the unexpected passing of a young family member. These personal experiences drive John to work with a sense of urgency and purpose. Most often, strategies are created to address risks and uncover opportunities for family business owners, real estate owners, and owners of publicly traded securities. Utilizing a cross-disciplinary approach (including legal, accounting, insurance and investment strategies), coordination gaps and planning opportunities emerge, often amounting to significant income, capital gain and estate tax savings. As a Certified Business Exit Consultant (CBEC®), John works within a proven process to help business owners understand their exit options, whether they desire to transition their business to family, management, a competitor or a financial buyer. As a result of his achievements, The Resource Group has partnered with Lincoln Financial Group, a 100 year old diversified financial services organization with over $253 billion under management* and the third largest insurance carrier in the world. This alliance has allowed for a pooling of vast intellectual resources and many years of comprehensive financial planning experience. John speaks nationally and has been a certified continuing education instructor under Lincoln’s providership in all 50 states, always learning and adding new skills and ideas on his client’s behalf. He has appeared on CNBC television, and has been quoted in Business Week and Financial Times. An All-American water polo player in college and accomplished athlete, John integrates the principles of teamwork and endurance in executing strategy. He is also dedicated to working on behalf of different charities and volunteers at his church. A lifetime California resident, Mr. Marshall lives in Glendale with his wife Kari and their three daughters. *Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. With headquarters in the Philadelphia region, the companies of Lincoln Financial Group had assets under management of $253 billion as of December 31, 2017. Source: www.lfg.com. CRN: 2234633-090618 Brooke Bentzen Director of Operations Brooke.Bentzen@LFG.com Elizabeth S. Isaacs, MBA Client Service Specialist Liz.Isaacs@LFG.com Kari Lindman Office Manager Kari.Lindman@LFG.com Private Wealth Services Russell G. Jones Timothy S. Johnson, J.D. Douglas B. Richmond Dianna Parker, CFP® To read the individual biographies, click on link. [more about Private Wealth Services] National Design Team Robert E. Appel, J.D.*, LL.M., M.B.A. Donna L. Rowan, J.D.*, LL.M., CLU®, CHFC® To read the individual biographies, click on link. [more about National Design Team] We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time. Securities: Arizona, California, Colorado, Florida, Illinois, Kansas, Louisiana, Maryland, Missouri, Montana, Nevada, North Carolina, Ohio, Oregon, Tennessee, Texas, Utah, Washington, Wisconsin John Marshall: California Insurance License #0B12349 Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities are offered through Lincoln Financial Advisors Corp., a broker-dealer and registered investment advisor, member SIPC. Investment advisory services offered through Lincoln Financial Advisors or Sagemark Consulting, a division of Lincoln Financial Advisors Corp., a registered investment advisor. The Resource Group is not an affiliate of Lincoln Financial Advisors. See Lincoln Financial Advisors (LFA's) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA's Forms ADV, Part 2A, which describe LFA's investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA's broker-dealer services, and other client disclosure documents can be found here. *Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm. CRN-3603860-052421 The Resource Group is a marketing name for registered representative of Lincoln Financial Advisors Portions © 1996-2021 SiteQuest Technologies. All rights reserved.