Taking Care of Your Life, Not Just Your Money.
Thousands of financial planners and advisors can manage your portfolio, recommend life insurance, and refer you to an estate attorney.
But at Licata Financial Design, we believe your life deserves more. Financial planning isn’t just about preserving what you’ve built; it’s about designing a future that feels true to who you are and what you want most.
And, as such, you need a more comprehensive, holistic approach. You need a carefully crafted strategy that guides you to make smart choices, enables you to enjoy the fruits of your labor today, and positions you to be confident about the future.
This is what we do at Licata Financial Design.
This is financial design, crafted around you.
Kirk Licata
Founder, Wealth Advisor
Kirk Licata, CFP®, has been in the financial services industry since 2010, with experience at Bank of America, State Farm, Mutual of Omaha, and LongView, where he joined in 2012. Kirk primarily works with two types of clients that...
Bobby White
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.
Shannon Spotswood
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.
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
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.
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.
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Bio coming soon.
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Bio coming soon.
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Bio coming soon.
Bio coming soon.