At the Plan Resource Group, we have over 50 years of combined experience evaluating retirement plans. Our staff of CERTIFIED FINANCIAL PLANNER™ practitioners works with plan sponsors to craft a tailored approach for financial wellness and education initiatives in your organization. Our group is supported by our firm’s Global Manager Research Group, a team of 15 Chartered Financial Analysts (CFA®) that provide support for investment option due diligence and research. Our Global Manager Research group conducts over 1000 manager meetings a year including over 150 on site visits.

Patrick McKiernan, CPFA

Senior Vice President - Branch Director, Institutional Consulting Group

626-204-2141
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With over 25 years of retirement plan consulting experience, Patrick holds the Certified Plan Fiduciary Advisor™ designation and is a member of the Government Affairs Committee of the National Association of Pension Advisors (NAPA). He serves as a member of the Retirement Advisor Council, a national organization that advocates for successful qualified plan and participant retirement outcomes. He has been a speaker at Professionals in Human Resources Association events and has participated in lobbying trips to Washington D.C. on behalf of NAPA to discuss the retirement plan industry with policy makers. He has also been a speaker and contributor for the Association of Legal Administrators events and journals. Patrick is a co-team lead and focuses on plan fee structure benchmarking and monitoring. 

Wes Previant, C(k)P®, CFP®, CPFA

Senior Vice President - Financial Advisor, Institutional Consulting Group

626-204-2142

Wes is a co-team lead and focuses on plan design, vendor due diligence and plan committee reviews. Prior to joining RBC Wealth Management, Wes oversaw Morgan Stanley’s retirement advisory services in the western United States. His breadth of experience includes extensive work in the areas of vendor searches and RFPs, as well as detailed investment menu analysis. He holds the Certified 401(k) Professional® designation and is a CERTIFIED FINANCIAL PLANNER™ professional.

Alisha Wesser, CFP®, CPFA

Financial Advisor

626-204-2143
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Alisha brings 15 years of industry experience to her role along with being a CERTIFIED FINANCIAL PLANNER™. Alisha develops client service schedules, identifies plan design opportunities, and creates tailored participant engagement programs. Prior to joining RBC Wealth Management, she was a financial planning associate with Morgan Stanley's Private Wealth Group.

Frederik Arroyave, CPFA

Investment Associate

626-204-2136

Fred joined RBC Wealth Management in 2018 after beginning his career in the financial services industry in 2013.  He oversees day to day operations, assists with vendor conversions and implementations, monitors investment performance, and coordinates fund changes.  Fred also holds the Certified Plan Fiduciary Advisor credential.

Our team