Office: (979) 999-1861
Cell: (979) 676-3291
Office: (979) 999-1907
Cell: (979) 255-1253
Mark Green has been in the financial services industry since 1985. He spent the first nine years in the back office operations department of a major wirehouse. In 1994, Mark became a registered advisor and stepped into the role of assisting clients and their families in the development and execution of strategies that are focused on meeting their specific needs. He remains committed to the tradition of client relationships - “Know your client, stay connected with them, learn what they need and assist them in achieving it”.
Mark has previously served on the Board of Directors of the Brazos Valley Boys and Girls Club, former President of the Brazos Valley Fellowship of Christian Athletes and currently serves on the Brazos Valley Council for Alcohol and Substance Abuse Board. He was also a charter member of Christ Church in College Station where he served on the finance committee and sang in the choir.
Mark is married to his wife of 30+ years, Sheri and they have 2 adult daughters, Brittney and Haley. Mark enjoys playing golf and pickleball, playing the piano and spending time with friends and family.
Sheri Green graduated from Tarleton State University with a degree in business administration in 1984. After working retail right out of college, she took a job at Merrill Lynch. There she met Mark, married him, and moved to College Station. Sheri retired from KBTX TV, the local CBS affiliate, in 2017 completing a 26-year career in television advertising. Once retired, it afforded her the opportunity to work with her husband again and offered them both the opportunity to own their own business. In 2019 GFG Wealth Advisors was born. Mark and Sheri have two grown daughters, Brittney & Haley. Sheri enjoys reading, crafts, social events, and trying new things.
Josh Reinbolt ’99 graduated from Texas A&M University with a degree in journalism and a minor in business administration in May of 2000. He spent 17.5 years with The Association of Former Students in various roles in the programing department raising friends and funds on behalf of the organization and Texas A&M University. He joined GFG Wealth Advisors in February of 2022. He is married to Gayla Brown Reinbolt and has a stepdaughter, Madison Brown, Aggie Class of '20. In his spare time, Josh is active in Freemasonry and likes to exercise, spend time with family and friends, watch sports and read.
Ryan Briggs joined the GFG Wealth Advisors team in 2023 after being a client for several years. He is a graduate of the Sam Houston State University Business School and achieved a specialization in PGA Golf Management. This specialization led Ryan to a successful career as Golf Professional at top clubs around Texas, including Whispering Pines and Traditions Club. Ryan’s understanding of world-class customer service is something we are excited to bring to the GFG Family. Ryan currently sits on the Experiences Committee for the Brazos Valley Children’s Museum and is excited to grow his philanthropic outreach in the Bryan/College Station area. If Ryan is not in the office taking care of our clients, you will likely find him out sharpening his golf game, or in the back yard with the BBQ smoker fired up!
A veteran investor, Rick joined RFG in 2016 to build an institutional-caliber, client-focused investment platform. Recognizing that foundations and family offices often enjoy a significantly higher level of access and sophistication around portfolio management, Rick designed an investment program focused on bringing that level of service to you. He works one-on-one with our Advisors and their clients to construct customized portfolios that help meet their goals, as defined by their definition of success. There is no one-size-fits-all approach.
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Prior to 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 tradeoffs between risk and portfolio return. He applies those lessons learned to managing our clients’ money today.
Rick graduated from Harvard University, Magna Cum Laude, in Applied Mathematics & Economics. He is also a Stanford Graduate School of Business MBA and was awarded Henry Ford II Scholar for highest academic achievement in his MBA class.
Through our partnership with RFG Advisory, a professionally managed hybrid Registered Investment Advisory (RIA), we’re able to put truly innovative resources to work for you.
Our relationship with RFG gives us access to a wide range of investment options so we can find the exact products and services for your needs. What’s more, your portfolio is tailor-made in Bluemonte, RFG’s robust, institutional-caliber investment platform. This gives us tremendous flexibility to invest your assets, facilitate transactions, make distributions, provide comprehensive monthly statements, and manage your assets in line with your financial goals.
We’re extremely proud of our relationship with RFG Advisory, which has been widely recognized by the financial services industry for its excellence and forward thinking and the power it gives us to serve you better and help you prepare for a rewarding financial future. Click here to learn more about RFG Advisory’s awards.
