Who We Are
RESOURCE HORIZONS' mission was sculpted by a select group of industry leaders and advisors who envisioned "The Perfect Investment Firm": an independent advisory firm with an open architecture environment where ideas are voiced and heard; an independent broker dealer where financial advisors and their practices have the opportunity to thrive without the bureaucracies of a large investment firm. Since that vision, Resource Horizons has become a growing national independent Broker Dealer and SEC Registered Investment Advisor—An independent firm that provides a strong foundation to support the critical relationship between the financial advisor and their clients. We provide personalized support, global resources, and innovation to financial advisors who strive to create a superior wealth management practice.
What We Do
Resource Horizons Group, L.L.C. is a national, privately owned, full service, independent Broker/Dealer with an affiliated SEC Registered Investment Advisor and Insurance Agency headquartered in Atlanta, Georgia. Resource Horizons Group, L.L.C. caters to over 250 independent financial advisors located across the United States. We provide an impartial, comprehensive wealth management platform, which financial advisors leverage to design financial solutions for individuals, families, businesses, and nonprofit organizations. We endeavour to provide the most extensive, valuable, and unbiased support to the professional advisor.
Like yourself, we are a team of professionals. Our vision for Resource Horizons is based on a simple, shared idea: that old-fashioned personal service can function in harmony with state-of-the-art technology. After countless brainstorming sessions and endless research and hard work, we made our shared dream a reality. In March of 2001, a new broker dealer called Resource Horizons Group, L.L.C. became effective. This was the official starting point for the broker-dealer, registered investment advisory and insurance agency.
The three founding partners combine extensive and highly diverse backgrounds.
Kelly Miller, President, Resource Horizons Group, is the person most associated with RHG. She is the affiliate liaison leader bringing investment planning, presentation, and marketing expertise to the affiliates. She enjoys the challenge of meeting and exceeding client expectations, the thrill of putting together the plan and then winning the business. In addition to being an active mother, Kelly is also something of a community activist, carrying her commitment to improving people's lives outside the office with the same zeal she exhibits in her professional endeavors.
Dave Miller is Resource Horizons' CEO. He oversees the smooth day-to-day operations of the organization and keeps RHG in good standing with the variety of regulators. He stays in touch with affiliates to keep the organization innovative and is always looking for ways to provide value added services to the affiliates. Dave's community and civic activities are too numerous to list. His greatest joy is participating with his kids in their numerous activities.
Ron Schutz is a comprehensive financial professional and was an early adopter of the LEAP System. He is the chief strategist of SMART Group Houston, a highly successful affiliate organization. Not satisfied with helping only his clients, Ron has authored a second book, Beyond Majority Thinking- helping remove uncertainty from your financial future, sharing his hard-earned wisdom with other financial professionals and investors alike. He has completed his certification in mergers and acquisitions and is a good business transition resource for affiliates.