CEPA, MS, CFP®, BFA™, CDFA®, AWMA®
CERTIFIED FINANCIAL PLANNER™
Micheal believes that financial advisors who invest in their own education achieve better outcomes for their clients. That’s because Micheal realizes how dynamic financial planning is. The waters are changing all the time. Whether it’s a shift in economic forecasts, the stock market or a client’s personal life, Micheal knows he must always be learning, adapting and evolving in order to inform and protect his clients as he helps them achieve their short- and long-term financial goals.
Alex Norath loves building relationships with his clients and helping them with one of the most important aspects of their lives. “Knowing I am able to help them with this is very rewarding,” he said. Alex graduated from Westminster College in Fulton, Missouri in 2012 with a degree in Elementary Education. In a few years, he realized he had a passion for finance and returned to school to get his MBA, which he earned from Lindenwood University in St. Charles, Missouri in 2016. Alex and his wife, Sarah, a middle school science teacher, have two children, Ellyn and Auggie. He is an avid golfer and fan of the St. Louis Blues and Cardinals. He also loves Northern Michigan, having traveled there all his life to his grandparents’ home on Crystal Lake. “I never pass up an opportunity to be in Michigan,” he said.
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.
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.
As an independent advisor, we are empowered to serve our clients in-line with our values and our vision. So we’ve partnered with RFG, an innovative turnkey platform engineered specifically to support independent financial advisors like us. RFG handles much of the critical behind-the-scenes support required to run our successful business so that we can spend our time doing what we love — serving you, our clients.