Within 24 hours of the world shutting down due to COVID-19, RFG and its Advisors were up and running working remotely to serve clients. We like to say we didn’t plan for a global pandemic, but we did plan for the future. The firm’s AUM growth starts to accelerate into the back half of 2020 as future-focused Advisors join the platform to build their business.
The RFG executive team is rounded out by a series of high-profile hires. Abby Salameh (Chief Growth Officer) and Brendan Fraizer (Chief Behavioral Officer) join the firm. In the same year, Shannon Spotwood becomes CEO – and the firm officially passes $5.5 billion in AUM
In 2025, RFG introduced its refreshed brand and launched StrongHer Money®, a first-of-its-kind growth accelerator empowering Advisors to better serve the growing influence of women investors. The firm also strengthened its leadership with key hires, including President Ed Swenson, and crossed the $7 billion AUMA milestone, underscoring Advisors’ continued confidence in RFG’s platform and mission.
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