Brendan Frazier
Chief Behavioral Officer - RFG Advisory
Chief Behavioral Officer Brendan Frazier
Brian Swilling
Co-Founder & Partner
Personal Financial Advisor in Belmont, NC Brian Swilling Brian is a co-founder of NaviPath Wealth, using a consultative approach to wealth management for healthcare professionals in Belmont, NC. He has over 20 years of experience in...
Caroline Hottle
VP of Human Resources - RFG Advisory
VP of Human Resources Caroline Hottle
Katie Welch
Senior Director of Advisor Marketing - RFG Advisory
Senior Director of Advisor Marketing Katie Welch
Logan Schwartz
Client Relationship Manager
Logan is a Penn State University graduate with a B.S. in Finance, specializing in Investment Risk Analysis and Financial Planning. He has a background in his family’s dental consulting business, Schwartz Consulting Group, where he...
Rick Wedell
Chief Investment Officer - RFG Advisory
Meet our Chief Investment Officer — Rick Wedell.A veteran investor, Rick joined RFG in 2016 to build an institutional-caliber, client-focused investment platform. Recognizing that foundations and family offices often enjoy a...
Rick Ohlrich
Chief Compliance Officer - RFG Advisory
Chief Compliance Officer Rick Ohlrich
Ryan Whitley, CFP®
Co-Founder & Partner
Ryan Whitley, CFP® has been in the financial services industry since 2005. Prior to starting NaviPath Financial, he spent 10 years working with clients at multiple career financial planning firms. Noticing a transition in the industry,...