Keith started his career as a special education teacher and assistant principal in the Francis Howell School District. He was assistant principal and principal in the Pattonville School district, and then served as an area superintendent in the Mehlville School District. Keith has been providing pension education and wealth management services to Missouri educators and their families since 2006.
He holds a Doctorate in Administration from St. Louis University and is an Investment Advisor Representative with RFG Advisory. He lives in St. Charles with his wife and three children.
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.
2021 ThinkAdvisory Luminary
Recently named a 2021 LUMINARY by ThinkAdvisor for Thought-Leadership & Education, Rick conducts client events, seminars, and workshops around the country and a bi-weekly series called Market Commentary with Rick Wedell on YouTube. From customized asset allocation recommendations to detailed investment analysis, he also works one-on-one with our Advisors and their clients to construct customized portfolios that help meet their defined goals.
Under Rick's leadership, RFG Advisory was named a Finalist for the InvestmentNews Innovation Awards 2021 and Best Places to Work for Financial Advisors, in addition to other industry accolades from Barron's, Financial Times, Money Management Institute, and WealthManagement.com.
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.
This is where your personal game plan starts. We’ll work together to identify your needs, wants, dreams, and concerns too. We’ll analyze items like your financial statements, tax returns, cash flow and budget. From there, we will create a plan of action that we will coach you through.
Once your financial goals are identified, we’ll build a customized investment portfolio to meet them. Leveraging RFG’s state-of-the art portfolio stress testing and risk assessment tools, we ensure that your questions are answered and your needs are met. We’ll meet regularly to review your progress and adjust for any curve balls life may throw at you.
Traditional, Roth and rollover IRAs offer tax advantages and can serve as primary retirement savings vehicles, or supplement your employer-sponsored retirement plans.
Similar to how sports teammates need to know what play has been called, all members of your team need to know your plan too. We will work with the applicable members of your team – the CPAs, attorneys, lenders – to make sure we’re working together on your behalf.
Access real-time statements and customized reports related to your financial plan. You can also organize and store documents that are important to your financial life, that may include a trust or a durable power of attorney, for example. This tool gives busy clients the peace of mind to know that everything they need is in one centralized location that you can access any time of day or night.See First Hand Our Client Portal Experience
Knowledge truly is power. We consider the teaching aspect of our job the most important – whether that’s in a private client meeting or a larger educational event. We enjoy discussions about current market observations, investing in your values and general wealth concepts.
Recognizing that men and women think and talk about money differently, we created an educational website designed for women to learn how to live financially fearless.Visit StrongHer Money
Many people are confused about how their insurance policies work and are unsure how to find out more, knowing it can be difficult to get objective advice from agents that work on commission. Many policies have not performed as expected leaving the policy owner unsure how to get more information. We bring clients through a process that reveals how their policies work, so that they know how to best manage them going forward.
Educator Retirement Solutions
3 CITY PLACE DRIVE | SUITE 590
CREVE COEUR, MO 63141