RFG Advisory is an innovator in the wealth-management industry. Passionately committed to serving independent financial advisors and their clients, RFG Advisory delivers to advisors a cutting-edge integrated technology platform to manage their practice, multi-custodial relationships, institutional-caliber investment management, and a professional management team. With offices throughout the Southeast, Midwest, and California, RFG Advisory’s services include comprehensive wealth management, financial plan consulting, and personalized one-on-one financial-life management for families, individuals, executives, and entrepreneurs. Investment advice offered through RFG Advisory Group, a registered investment advisor.

Our corporate team is made up of A-players who are carefully selected for each role. We offer our team members a lot of autonomy in their roles with a team to lift you when you need help and celebrate when you are victorious. It's a very friendly, collaborative environment with an exceptional workplace culture. The leadership team is incredibly talented, focused on employee well-being, and committed to supporting the professional development of their team members.

Our Team

  • Bobby White

    Chairman/Chief Executive Officer

  • Shannon Spotswood


  • Rick Wedell

    Chief Investment Officer

  • Bruce Wiitala

    Executive Director of Business Development

  • Frank Vetrano

    Managing Director/Controller

  • Paul Yeager

    Director of Operations

  • Matt Meinecke

    Director of Technology

  • Caroline Hottle

    HR Manager

  • Janine Bevelle

    Transition Manager

  • Addison Janz

    Technology Relationship Manager

  • Kristy Puckett

    Business Development Lead

  • Scherri Nix

    Senior Corporate Accountant - Billing Specialist

  • Meredith Graham

    Corporate Accountant

  • Gibson Bosworth

    Social Media and Content Strategist

  • Stephanie Farris

    Transition Specialist

  • Theresa Deunke

    Transition Specialist/Client Service Coordinator

  • Karen Millspaugh

    Operations Associate

  • Julie Holloway

    Operations Associate

  • Ashley Mann

    Director of Compliance

  • Kimberley Dowdy

    Administrative Operations Associate

  • Eric Larson

    Head of Institutional Trading

  • Jenny Gaines

    Systems Administrator

  • Carrie Goss

    Client Experience Coordinator

  • Allison Youngblood

    Marketing Coordinator

  • Kristen Callahan

    Finance and Payroll Administrator

  • Lori Mason

    Executive Assistant

  • Patricia Chamberlain

    Director of Compliance and Supervision

  • Kari Todd

    Compliance Associate

  • Di Wu

    Technology Relationship Manager

  • Rick Ohlrich

    Chief Compliance Officer