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Who we are

We're here to help.

The math, the plan, and the confidence to live on it.
About Brock

Brock Andersen

Founder and Wealth Advisor, Arcadia Grove Wealth

Brock Andersen has spent 13 years in financial services, most of them at J.P. Morgan, where he led a team of advisors serving high-net-worth families across Utah, Arizona, and Idaho. Most recently, he was a Wealth Advisor at Capita Financial Network.

He launched Arcadia Grove because he believes financial planning is a noble profession. Done right, it takes money off your mind so you can fill your life with what you love.

Listen first. Plan second. Never leave a client more confused than when they walked in.

Brock earned a degree in Finance from Brigham Young University. He and his wife Sara live in Highland, Utah, where they are deeply involved in their community. They love to travel, especially to New York City and Hawaii, where they were introduced by friends on vacation.

Outside of work, Brock enjoys golf, tennis, and spending every second he can with his wife and young daughter, lovingly known as “my girls.”

Explore our why

Leave every person better than you found them.

  • Growing up, Brock was taught to leave the campsite better than he found it. That idea is woven into everything we do for clients.
  • When you sit down with us, our primary goal is to make sure you walk out the door feeling clearer, calmer, and more in control than when you arrived.
  • Whether you're ready now or just exploring. Every conversation is worth our time.
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“My priority is to take money off your mind so you can give that space to what matters most — the people you love and the life you’ve built. That’s why I wake up in the morning.”

– Brock Andersen, Founder,
Arcadia Grove Wealth

Meet our team

Brock Andersen

Founder and Wealth Advisor, Arcadia Grove Wealth

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Lauren Simer

Client Service Associate

Rick Wedell

RFG Advisory

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Eric Larson

RFG Advisory

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Patrick Sittner

RFG Advisory

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Paul Wankmueller

RFG Advisory

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Kaitlin Torke Grant

RFG Advisory

Gibson Bosworth

RFG Advisory

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Our partnership with RFG Advisory

Arcadia Grove Wealth is an independent practice supported by the RFG Advisory platform. That means you get the attention and accessibility of a boutique advisor with the infrastructure, technology, and specialist resources of one of the country’s leading independent RIA platforms.

Brock chose RFG because they help him deliver a first-class experience without distraction.

Brock did not end up at RFG Advisory by accident. He chose them because their platform allows him to deliver a genuinely first-class client experience while staying focused on what matters most: you. Compliance, custodian relationships, technology, and back-office infrastructure are handled by a world-class team. Brock and the Arcadia Grove team focus on you.

Custodial Relationships

Ready to take money off your mind?

The first conversation is just that: a conversation. No pressure, no pitch. We will listen, answer your questions, and let you know how we can help.

Schedule a Conversation

Brock Andersen

Founder and Wealth Advisor, Arcadia Grove Wealth

Brock Andersen is a wealth advisor with over 15 years of experience in financial services. Prior to launching Arcadia Grove Wealth, Brock spent eight years as a Private Banker at J.P. Morgan Private Bank, where he led a team of advisors serving high-net-worth families across Utah, Arizona, and Idaho. Most recently, he was a Wealth Advisor at Capita Financial Network.Brock’s approach is simple: listen first, plan second, and never leave a client more confused than when they walked in. He believes financial planning is a noble profession, and that his job is to take money off your mind so you can go fill your life with what you love.

He calls himself a helper first and an advisor second.Brock earned a degree in Finance from Brigham Young University. He and his wife Sara live in Highland, Utah, where they are deeply involved in their faith community. They love to travel, particularly to New York City and Hawaii, where they met on vacation with friends. Outside of work, Brock enjoys golf, tennis, and finding the best new restaurant in town.

Rick Wedell

RFG Advisory

Rick Wedell has led Bluemonte Investment Management since its launch in 2017 as a division of RFG Advisory. Rick joined RFG as Partner and Chief Investment Officer (CIO) in 2016 where he manages multi-asset portfolios and provides strategic insights on asset allocation and portfolio construction. Rick’s investment philosophy emphasizes straightforward analysis and a consistent, rigorous process, aiming to provide financial advisors with the high level of service typically reserved for foundations and family offices.

Before Bluemonte, Rick spent 12 years at Bain Capital Credit, rising to Executive Vice President and Head of Fixed Income Consumer Investments, managing portfolios through volatile markets. His experience underscored the importance of diversification and risk management.

Named a Top Wealth Management CIO by Wealth Solutions Report, Rick conducts seminars nationwide and hosts the bi-weekly YouTube series Market Commentary with Rick Wedell. He holds an MBA from Stanford Graduate School of Business and a B.A. in Applied Mathematics & Economics from Harvard University, Magna Cum Laude.

Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities.

Top Wealth Management CIO by Wealth Solutions Report: This recognition was provided on February 18, 2025 by Wealth Solutions Report. It covers the period of April 2024 to February 2025. There was no compensation exchanged in consideration for this Recognition. For more information, visit:
https://wealthsolutionsreport.com/2025/02/18/wsr-names-the-cio-5-top-wealth-management-cios/

Eric Larson

RFG Advisory

Eric Larson serves as the Vice President of Investment Solutions at Bluemonte Investment Management. In this role, he leads Bluemonte’s trading operations and portfolios, collaborating closely with the investment team to provide comprehensive solutions for Advisors.

Eric joined Bluemonte in late 2020 after relocating to Birmingham, AL, bringing with him over 30 years of experience as an institutional trader on Wall Street. Before joining Bluemonte, he spent a decade as a Senior Equity Trader at Invesco Inc. (formerly OppenheimerFunds). Here he executed trades of domestic and international equities for a management team overseeing portfolios valued at $28 billion and handling daily trading volumes exceeding $50 million. His prior experience includes senior equity trader roles at RS Investments, Guardian Life, and Gabelli Asset Management.

Eric’s extensive experience in financial management, analysis, and investment strategy is a valuable asset to Bluemonte. He excels in communicating fundamental, technical, and quantitative analyses to his investment team and Advisors, providing them with a diverse range of investment options.

Eric holds a bachelor’s degree in finance from Fordham University. He resides in Birmingham, AL, with his wife, Jill. His two adult children are beginning their careers in New York and Philadelphia. In his free time, Eric is an avid golfer and participates in various charitable activities.

Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities.

Patrick Sittner

RFG Advisory

Patrick Sittner serves as the Senior Director of Portfolio Strategy at Bluemonte Investment Management, where he partners with Advisors to create tailored investment portfolios that drive client success. With a strong background in market analysis and asset allocation, Patrick supports Advisors through portfolio construction, client and prospect analysis, proposal generation, and customized investment strategies.

Patrick brings over 20 years of experience in investments and capital markets to his role. Before joining Bluemonte in 2024, he served as Director, Portfolio Strategy at Carson Group for more than six years. His career also includes serving as a portfolio manager for a bank’s wealth management division, overseeing $6 billion in employee retirement assets at Conagra Brands, and holding capital markets roles specializing in foreign currency and interest rate hedging. He has also taught as an adjunct professor for an MBA-level investment course.

Patrick earned his Bachelor’s degree in Finance from the University of Nebraska–Lincoln and holds dual Master’s degrees from Creighton University.

Based in Omaha, Nebraska, Patrick enjoys life with his wife, Melissa, and their two children, Ian and Clara. Outside of work, he can often be found at his kids’ sporting events, riding his bike, or enjoying live music.

Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities.

Paul Wankmueller​

RFG Advisory

Paul Wankmueller serves as Director of Institutional Trading at Bluemonte Investment Management providing support to Advisors through Bluemonte’s high-touch trade execution desk. In this role, Paul leverages over 20 years of industry experience to provide a concierge level approach to trading.

Both as a trader and an educator, Paul’s experience spans numerous asset classes. His career began in the NYBOT coffee options pit, continuing with derivatives, equities, and ETFs throughout. As a Chartered Market Technician (CMT®), he approaches his work with a practitioner’s focus on risk, process, repeatable decisions, and price behavior.

Paul is committed to providing high-quality service to Advisors and their clients, guided by the mantra, “Measure twice, cut once.”

In his personal life, Paul is an avid scuba diver and achieved certification from the Professional Association of Diving Instructors (PADI). He enjoys all things beach and ocean-related, including the bike ride there.

Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities.

Gibson Bosworth

RFG Advisory

Gibson Bosworth is Senior Director of Advisor Marketing Strategy. His team handles the day-to-day of website builds, content creation, brand development, and marketing technology, making sure advisors have the tools and support they need to tell their story and grow their practice.

Gibson’s path to this role was not a straight line. He joined RFG Advisory as a Transition Specialist and Financial Advisor Assistant, moved into social media and content strategy, and eventually took on the Creative Director role before stepping into marketing leadership. That winding journey gave him firsthand experience across operations, creative production, and client relationships, which is a combination that helps him understand what advisors need and how to deliver it. Before RFG, he worked as an Account Executive at Fisher Investments.

Gibson earned a Bachelor of Economics and Marketing from The University of Alabama and holds a Series 65 registration. He has spent his career at the intersection of financial services and creative marketing, and he is most energized when helping advisors turn their vision into something their clients can see, read, and connect with. He is based in Birmingham, Alabama.