Shreveport, LA Youree Dr. Office

Matthew Johnson is a CFP® professional with 11 years of industry experience, currently serving at RFG Advisory, LLC. His prior roles include positions at LPL Financial LLC, Capital One Sharebuilder, Inc., and Capital One Investment Services, LLC. Johnson also maintains business entities used for tax and investment purposes. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for more than 17,000 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to a range of investment strategies, including actively managed and passive models, direct indexing, and alternative investments.

Stephen Carney is a financial advisor with RFG Advisory, LLC in Shreveport, LA, holding the ChFC® designation and Series 66 license. He has 27 years of industry experience, including roles at Private Client Services since 2018 and LPL Financial from 2015 to 2018. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for more than 17,000 clients. The firm provides portfolio management, financial planning, retirement plan consulting, and access to third-party and proprietary model strategies, offering both actively managed and passive investment approaches.

Dany Martin Jr. is a financial advisor at RFG Advisory, LLC with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at LPL Financial and NSA, LLC. Martin serves as a board member of Junior Achievement of North Louisiana and is involved with the nonprofit Holy Angels Champions. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for a diverse client base. The firm offers portfolio management, financial planning, retirement plan consulting, and access to alternative investments, using a combination of actively managed and passive strategies with a focus on risk management.

Rashad Johnson is a financial advisor with RFG Advisory, LLC in Shreveport, LA, holding Series 63 and Series 65 designations and one year of industry experience. His prior work includes roles at The LightWork Experience LLC and KSLA News 12. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan consulting, and access to both third-party and proprietary investment strategies.

Brandon Wilson is a financial advisor at RFG Advisory, LLC with one year of industry experience. He holds the Series 66 designation and has prior experience working with Private Client Services and in sports organizations including the Cincinnati Bengals and Indianapolis Colts. Outside of his advisory role, Wilson is involved as a director of the Bwill Foundation, which organizes football camps and supports the community. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts through a combination of discretionary portfolio management, financial planning, alternative investments, and proprietary model strategies.

Thomas Williams is a CFP® with 39 years of experience in the financial services industry. He is currently with RFG Advisory, LLC and has previously worked at LPL Financial, LLC. Williams serves as an advisory member of the Committee of 100, a national advisory board member for Community Renewal International, and is a committee member at First United Methodist Church. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm uses a combination of actively managed and passive strategies, direct indexing, and tax-aware approaches to manage client assets on a discretionary basis.