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, C(k)P®

Senior Vice President - Branch Director, Institutional Consulting Group

626-204-2141 | Email |
626-568-0660

Patrick holds the Certified 401(k) Professional® designation from the Retirement University at UCLA Anderson Business School and is a member of the Government Affairs Committee of the National Association of Pension Advisors (NAPA). He also 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 in 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®

Senior Vice President - Financial Advisor, Institutional Consulting Group

626-204-2142 | Email

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 designing tailored financial wellness programs. He holds the Certified
401(k) Professional® designation and is a CERTIFIED FINANCIAL PLANNER™
professional.

Alisha Wesser, CFP®

Financial Advisor

626-204-2143 | Email |
626-568-0660

Alisha develops a custom service schedule for your company turning your retirement plan into a strategic advantage versus your peers. This ranges from plan design opportunities to participant engagement programs. Prior to joining RBC Wealth Management, she was a financial planning associate with Morgan Stanley’s Private Wealth Group. Alisha brings 15 years of industry experience to her role along with being a CERTIFIED FINANCIAL PLANNER™ professional.

Frederik Arroyave

Client Associate

626-204-2136 | Email
626-568-0660

Prior to joining RBC, Fred was a Financial Services Team Leader at AIG where he was the recipient of multiple service oriented awards. A native of the San Gabriel Valley, Fred graduated from UCLA with a BA in History and lives in Pasadena with his wife. 

Our team