RFG is built for independent Advisors.

At RFG, we offer a truly unique combination of Advisor leadership and professional management.

As a producing Advisor, CEO Bobby White founded the company in 2003 to provide a higher level of personal service to clients. In 2015 and 2016, respectively, President Shannon Spotswood and Chief Investment Officer Rick Wedell joined White bringing to RFG their strong leadership abilities, keen industry insight, entrepreneurial experience and institutional-caliber portfolio management. Together with the team of A-players at RFG, they have built the Advisor-focused, professionally-managed RIA of the future delivering the technology, operations, compliance, marketing, back-office support and coaching that Advisors need to better serve their clients, grow their practice and create their own version of success.

Executive Team

Bobby White

Bobby White

RFG's Executive Chairman

Many qualities set Bobby White, Founder and CEO of RFG Advisory, apart from his peers. For Bobby, it is his ability and willingness to adapt to change and face it head-on. RFG was built from the ground up, torn down, and built again. In 2003, he founded RFG to better serve clients as an advisor and to empower independent advisors to be the CEO of their practice. In 2015, RFG had a significant innovation and digital transformation motivated by Bobby’s commitment to get 1% better every day and determination to be an asset to his team, clients, family, and community.

With over two decades of experience in the wealth management industry as a Founder and CEO, and a Financial Advisor, Bobby has built a successful, multi-faceted career. Stemming from his ability to get comfortable being uncomfortable, Bobby firmly believes the very thing that sets RFG Advisory apart is how we adapt to change. “I’d rather be a disruptor than be disrupted,” says Bobby. More than just words, his leadership style reflects the bold, decisive moves that have allowed his company to adapt while staying one step ahead of the competition.

RECOGNIZED FOR BOLD LEADERSHIP IN THE WEALTH MANAGEMENT INDUSTRY

Under Bobby’s leadership, RFG Advisory was named Best Places to Work for Financial Advisors in 2021 and 2022, and a Finalist for the InvestmentNews Innovation Awards 2021 and WealthManagement.com Non-Custodial RIA Support Platform in 2020 and 2021. In 2021, RFG Advisory also received two ThinkAdvisor LUMINARY Awards in Thought-Leadership and Education. Financial Times named RFG Advisory a Top 300 RIA out of 13,000 firms in 2020.

Bobby is the host of Become a Warrior Advisor Podcast with Dom Raso, a Veteran Navy SEAL and he’s also the co-host for War Room Huddle, available on Apple Podcasts, Google, Spotify, and all major podcast platforms. These RFG Advisory podcasts and support programs are directed toward independent financial advisors who want to CRUSH EVERYTHING, and in Bobby’s words, “Be the CEO of their practice, not the COO.” Furthermore, Bobby was recently named to Industry Era’s Top Ten Most Successful Chief Executive Officers for 2021 and recognized by Birmingham Business Journal for several years. His most recent work is published in WealthManagement.com’s 2021 Mid-Year Outlook.

Bobby is a proud graduate of Auburn University, having earned a B.S. in Business Administration and Management. He enjoys traveling with his family, hunting big game, fishing, wing shooting, and trains as a civilian with former Navy SEALs.

Shannon Spotswood

Shannon Spotswood

RFG's Chief Executive Officer

Shannon Spotswood is a 25+ year industry veteran in financial services with an outstanding reputation built on leadership roles in professional management, investment banking, hedge fund management and business development. At RFG Advisory, Shannon oversees all aspects of RFG 2.0, a fully integrated platform designed for independent financial advisors and the implementation of strategic initiatives contributing to advisor success. Joining RFG Advisory in 2015, Shannon recognized the opportunity to combine her entrepreneurial experience with her passion to build an innovative, advisor-focused RIA of the future.

RECOGNIZED FOR BOLD LEADERSHIP IN THE WEALTH MANAGEMENT INDUSTRY

Under Shannon’s leadership, RFG Advisory was named Best Places to Work for Financial Advisors in 2021 and 2022, and a Finalist for the InvestmentNews Innovation Awards 2021 and WealthManagement.com Non-Custodial RIA Support Platform in 2020 and 2021. In 2021, RFG Advisory also received two ThinkAdvisor LUMINARY Awards in Thought-Leadership and Education. Financial Times named RFG Advisory a Top 300 RIA out of 13,000 firms in 2020. Shannon was named 2020 Women to Watch Honoree by InvestmentNews and received industry-wide recognition for StrongHer Money, a turnkey education and advisor referral platform focused on empowering women to live financially fearless. She was also a Finalist for Advocate of the Year by Women in Asset Management in 2021.

In an industry marked by accelerated change and disruption, Shannon is a standout. She is a frequent speaker at conferences, podcasts and industry events on strategic execution, operational excellence, technology and best practices on leading, recruiting, and mentoring next-gen talent and financial Advisors. Shannon is also the host of RFG’s War Room Huddle Podcast, the Masterclass for Advisors learning series and co-host of the award-winning Become a Warrior Advisor Podcast. She also has experience talking about start-ups, having built a luxury children’s clothing brand Busy Bees from the ground floor up. With her partner, Busy Bees grew from a trunk-show business based in a garage to a successful brand featured in Vogue and carried in more than 150 stores and online.

Shannon’s career is characterized by a blend of leadership, vision and grit. Before joining RFG Advisory, Spotswood served 20 years in San Francisco, working as an Investment Banker, Hedge Fund Portfolio Manager and Entrepreneur. For 10 years Shannon worked at Symphony Asset Management, an $18 billion hedge fund acquired by Nuveen Investments in 2001 where she spent six years as the Portfolio Manager of a long-short equity hedge fund. Before that, she worked as a Research Analyst/Trader at EGM Capital and an Investment Banking Analyst and Associate in M&A at Volpe, Brown Whelan & Co, a technology-focused investment bank.

Shannon earned a Bachelor of Arts in Economics and Political Science from the University of Arizona. She currently serves as the Chairman for the Birmingham Education Foundation and serves on the Advisory Board of Alabama Futures Fund, an early-stage VC fund. She enjoys spending time with her three teenagers and husband, entertaining, outdoor sports and daily rides on her Peloton.

Rick Wedell

Rick Wedell

RFG's President & Chief Investment Officer

CHIEF INVESTMENT OFFICER

Rick Wedell joined RFG Advisory as Partner and Chief Investment Officer (CIO) in 2016. As CIO and leader of RFG’s Investment Team, Rick manages multi-asset portfolios and provides strategic insights on asset allocation and portfolio construction. Rick also leads the design and enhancements of RFG’s custom-built, institutional-caliber, client-focused investment platform known as “Bluemonte,” currently managing over $3 billion of assets under management.

Rick’s guiding principle is simple, straightforward analysis coupled with a consistent, rigorous investment process. Recognizing that foundations and family offices often enjoy a significantly higher level of access and sophistication around portfolio management, Rick designed an innovative investment experience focused on bringing that level of service and direct accessibility to financial Advisors at RFG Advisory.

VETERAN INVESTOR/MARKET-TESTED LEADER

Before joining RFG, Rick spent 12 years at Bain Capital Credit, where he rose through the ranks to become Executive Vice President, Head of Fixed Income Consumer Investments, and Assistant Portfolio Manager. Rick played an instrumental role in helping Bain grow to become a global investment powerhouse, serving client assets in excess of $30 billion.

Managing portfolios through the volatile markets of 2001 and 2008, Rick experienced firsthand the importance of portfolio diversification and the trade-offs between risk and portfolio return. He applies those same lessons today to managing client and institutional portfolios at RFG Advisory.

2021 THINKADVISORY LUMINARY

Recently named a 2021 LUMINARY by ThinkAdvisor for Thought-Leadership & Education, Rick conducts client events, seminars, and workshops around the country and a bi-weekly series called Market Commentary with Rick Wedell on YouTube. From customized asset allocation recommendations to detailed investment analysis, he also works one-on-one with our Advisors and their clients to construct customized portfolios that help meet their defined goals.

Under Rick’s leadership, RFG Advisory was named Best Places to Work for Financial Advisors in 2021 and 2022, and a Finalist for the InvestmentNews Innovation Awards 2021 and WealthManagement.com Non-Custodial RIA Support Platform in 2020 and 2021. In 2021, RFG Advisory also received two ThinkAdvisor LUMINARY Awards in Thought-Leadership and Education. Financial Times named RFG Advisory a Top 300 RIA out of 13,000 firms in 2020.

Rick has an MBA from the Stanford Graduate School of Business, where he was awarded the Henry Ford II Scholar. He earned a B.A. in Applied Mathematics & Economics from Harvard University, Magna Cum Laude.

Abby Salameh

Chief Growth Officer

Ken Kim

Chief Financial Officer & Head of Corporate Development

Jordan Hutchison

Vice President of Technology and Operations

Rick Ohlrich

Chief Compliance Officer

Caroline Hottle

Director of Human Resources

Brendan Frazier

Chief Behavioral Officer

Eric Larson

Vice President of Investment Solutions

Team

RFG Advisory invests in top talent to support our affiliated independent Advisors.

Bruce Wiitala

Executive Director of Advisor Relations

Bill Christie

National Sales Director

Kristy Puckett

Business Development Specialist

Terry Bobo

Business Development Specialist

Janine Bevelle

Director of Transitions and Licensing

Stacey Ireland

Post Transition Coordinator

Melissa Harrison

Licensing Coordinator

Kristen Rogers

Process Integrator

Addison Janz

Practice Development Strategist

Paul Goudeau

Senior System Administrator

Bernard Hargrove

IT Helpdesk Manager

Ashley Kidwell

Practice Development Strategist

Kaitlin Grant

Manager, Practice Development Team

Ashten Legg

Director of Marketing

Gibson Bosworth

Creative Director

Allison Youngblood

Marketing Coordinator

Caitlyn Brasfield

Marketing Coordinator B2C

Julia Gigis

Marketing Content Specialist

Glen Barlow

Sales Enablement Data Analyst

Paul Wankmueller, CMT®

Investment Solutions Specialist

Stephanie Farris

Transition Specialist

Kourtney Williams

Onboarding and Transition Associate

Lauren Grover

Onboarding and Transition Associate

Theresa Duenke

Operations Associate

Karen Millspaugh

ORION Data Analyst

Julie Holloway

Operations Associate

Swan Klenke

Client Service Manager

Frank Vetrano

Controller

Meredith Graham

Corporate Accountant

Scherri Nix

Director of Accounting – Advisory Billing and Compensation

Kristen Callahan

Finance and Payroll Administrator

Carrie Goss

Client Experience Coordinator

Ashley Hawkins

Human Resources Payroll Coordinator

Jake Travis

Director of Compliance and Supervision

Theo Trottman

Compliance Marketing Supervisor

Emily Donaldson

Surveillance Compliance Analyst

Emily Mora

Compliance Analyst

Maggie Hannum

Executive Assistant to CEO

Catherine McMann

Executive Assistant

Jeanette Buzbee

Executive Assistant to Executive Chairman & President/CIO

Board of Directors

RFG Advisory brings together great minds to support our goal of building a best-in-class RIA.

Doug Nelson

Principal at Long Ridge Equity Partners

Jim Brown

Managing Partner at Long Ridge Equity Partners

Andrew Cedar

Partner at Long Ridge Equity Partners

Legacy Advisory Board

Doug Coltharp

CFO Encompass Health | Former CFO SAKS Incorporated | Board Member Under Armour

Zane Tarence

Partner & Managing Director of Technology Practice at Founders Advisors

Are you ready to crush it?

INDEPENDENCE IS THE NAME OF THE GAME — AND RFG IS ABSOLUTELY WHERE YOU NEED TO BE.

Learn more about joining RFG or a RFG partner firm by talking to RFG’s Business Development Specialist, Kristy Puckett or Terry Bobo. After all, it’s just a conversation — not a commitment, right? You may call Kristy at 205.218.6962 or email her at kpuckett@rfgadvisory.com. You can also call Terry at 205.881.5991 or email him at tbobo@rfgadvisory.com. Unleash your growth potential by becoming an independent Advisor affiliated with RFG.

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