About Us

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.