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Clay Gillespie
Managing Director, Financial Advisor & Portfolio Manager
BBA CFP CIM FCSI
I joined RGF Integrated Wealth Management in 2019, and had a great experience coming aboard. Clay and the team outlined in detail what I should expect and made me feel at ease about my transition. Clay also personally introduced me to several advisors at RGF. Each advisor had a unique perspective to bring to the table, but they all had a consistent message about RGF and the culture at our firm. These interactions gave me a deep feeling of trust - I could really see myself joining the team.
Brent Vandekerckhove
Financial Advisor
The process of joining RGF Integrated Wealth Management was exactly as advertised; and it was exceptionally well outlined. The management team relentlessly and constantly provides our financial advisors with support that enables us to achieve our objectives. Candidates are chosen with not only the best skills and experience in mind, but also a personality to fit the unique, rare and special culture at RGF.
Bryn Hamilton
Financial Advisor
Over the years I came to know and serve in the industry with some of the principals of RGF Integrated Wealth Management (formerly Rogers Group Financial). With that professional connection, I decided to move my practice to this independent, financial planning firm. RGF provides a strategic and collaborative environment for growing my business, provides team support, and ultimately a succession plan.
Teresa Black Hughes
Financial Advisor, Associate Portfolio Manager and Director