TEAM NEWS - RFG Wealth Advisory Fall 2025

TEAM NEWS RFG Wealth Advisory Happy 30th Anniversary! RFG Wealth Oh well! Times were slightly different back then. The dress code was a little tighter as we had to wear a suit to work each day and could not leave our office without our jacket on! We had no computers; they started showing up a year or two later. We had no cell phones, and again, they showed up a year later. My car was a 1985 Mustang, and the air conditioner would only last about 10 minutes before shutting off. Luckily, Texas doesn’t have hot summers! I lived with my older brother Scott and slept on his couch. I could not afford rent. I spent the next several months studying for my securities tests. I was obviously highly motivated to improve my situation in life, so I studied very hard and passed all my tests on my first attempt. I then entered the training program. They had me write down in a booklet all the people I knew and their phone numbers. So, in my little cubicle, with a phone and my booklet, I started my career. I quickly learned about handling rejection! My main goal was to make it to Christmas. I thought that by then, I would have enough knowledge to be able to have some success. I was not exactly an overnight success! But I wasn’t a quitter. I didn’t mention that I was on straight commission and did not get my first paycheck until May that year. I went five months without a paycheck! But ever so slowly, I started to get some traction. I made a lot of friends at that firm, but after 7 years, I decided to start my own firm. (Cont) On May 15 2025, RFG Wealth Advisory celebrated our 10th anniversary as a Registered Investment Advisor (RIA). Many of you have been with us through this transition that took us from RFG Wealth Management to where we are today. However, we’ve had so many new clients join us just in the past few years, I wanted to take a moment and give you a short history of where RFG began. January 3, 1995, was my first day in the Financial Services business. My new office was in the Galleria Tower Two building. When I showed up that morning, they gave me a stack of business cards. I was so proud to have a business card, then I noticed they had taken some generic cards and used a black typewriter to type my name on the blue ink business cards.