Team

Paul Sutherland

President & Financial Advisor

Paul has been with Investment Resources since 2014. He has over 20 years of experience in finance; from banking and accounting to investing, wealth planning, and income planning...

Patrick Lee

Enrolled Agent & Licensed Tax Consultant

patrick@investmentresourcesinc.com

Patrick Lee started his voyage with Investment Resources in early 2018 with a smile on his face and a plan in his mind: to better the lives of his clients. He takes the time to studiously interpret the intricacies of the tax code and...

Amy Hall

Health Insurance Specialist & Mortgage Processor

amy@investmentresourcesinc.com

With a big smile and fun sense of humor Amy will meticulously help you find the right amount of insurance coverage to meet your needs. She has been with Investment Resources for two years now; she started out as our receptionist, but...

Shade Fish

Financial Assistant

shade@investmentresourcesinc.com

Shade provides administrative and operational support for the Investments Department and is actively working toward licensure, driven by a passion for continued learning and professional growth. She began her career with Investment...

Rachel Potter

Receptionist

frontdesk@investmentresourcesinc.com

Rachel takes great pride in creating a warm, professional, and positive first impression for every client and visitor. Ensuring that everyone feels welcomed, comfortable, and valued from the moment they walk through the door. Building...