Bob Agnew

Each client's situation and objectives are completely unique, which is why it is essential to have a financial advisor who has worked with a broad range of clients. Bob has nearly three decades of experience working with individuals and families as well as helping business owners and professional practices provide for their employees, save money on taxes and plan for a sound retirement.

Bob started his career as a bond specialist in the Investment Division of BBVA Compass Bank. From there he was a Financial Advisor at UBS Financial Services for 16 years until changing affiliation to Wells Fargo Advisors, where he worked for 12 years. Bob graduated from Auburn University with a B.S. in Economics. Bob is a member of the Rotary Club of Birmingham and enjoys travelling with his wife, Margaret.

Counce Drinkard

As the son of a judge and public school teacher, Counce grew up with a value system that stressed integrity and ethics. He has the heart of an educator instilled upon him and brings these values to his role as your financial advisor.

During the first phase of his career, Counce sat behind a trading desk at some very prestigious firms in Nashville and Birmingham. But he soon realized being Vice President of fixed income institutional sales wasn't a good fit. It wasn't what he wanted to do. He wanted to work one-on-one with people. He to talk to people, get to know them, roll up his sleeves, and take care of things that really matter for individuals and families. So, he embarked on the next phase of his career and joined RFG as an independent financial advisor.

Counce is a graduate of the University of Alabama and holds all the licenses and credentials he needs to do the job.

Outside of work, Counce tries to spend as much time as possible with his wife and two young daughters, while also slipping in some hunting and golfing. He currently serves as President of the Birmingham Sunrise Rotary Club.

Rick Wedell

Our Chief Investment Officer, Rick Wedell, has built and institutional-caliber, client-focused investment platform to help our clients reach their goals, whether they are cash flow to meet spending requirements or long term growth of assets for the future needs. Before joining RFG, Rick spent 12 years at Bain Capital Credit where he served as Head of Fixed Income Consumer Investments and Assistant Portfolio Manager. In this capacity, he played and instrumental role in helping Bain grow to become a global investment powerhouse, serving clients assets in excess of $30 billion.

Rick states that RFG's investment process hinges on understanding a client's goals and priorities first. Through conversation and by leveraging our state-of-the-art technology tools we gain an understanding of what makes money important to you. Once we understand your goals, we construct customized, well-diversified portfolios to help you achieve them.

Rich's academic achievements include graduating Magna Cum Laude from Harvard University in Applied Mathematics & Economics, and being awarded the Henry Ford II Scholar for the highest academic achievement in his Stanford Graduate School of Business MBA Class.

Sue Ann Smith

Sue Ann Smith has worked with members of the team since 2016. She handles all administrative and operational tasks for the team while providing personalize service to each client.

Sue Ann has over 25 years of experience in finance, real estate, and business, having been affiliated with many companies including Wells Fargo Advisors, Coopers & Lybrand, Crescent Real Estates Equities and Coldwell Banker.

Sue Ann holds a Bachelor's and Master's Degrees in Economics from Florida State University.