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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.  

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Mary Beth Schultejans

Client Services Associate

(314) 627-2227

MaryBeth has joined us as a Senior Client Services Specialist and will be assisting with all client communications, service requests and account processing. Expect to see emails or get phone calls from her.

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Rick Wedell

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...

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