Rick S Friedman, AWM, CFP®

713-623-9220 | Email | |
713-623-9283

Qualifications

Before beginning my career in the financial services industry, I earned a BA in Finance from the University of Houston. In 1991, I joined Merrill Lynch, where I became a Certified Financial Manager. I joined RBC Wealth Management in 1999. In 2005, I earned the  CERTIFIED FINANCIAL PLANNER™ certification  (CFP®) from Rice University and an Accredited Wealth Manager from the University of Michigan. In 2005, I was selected to join the President’s Council designation from RBC Wealth Management which was reserved for the top 20% of the financial advisors at the firm. Since 2012, I have been awarded the Chairman's Council designation from RBC Wealth Management, which is reserved for the top 150 financial advisors at the firm. Based on my success in building a fee-based wealth management practice, I was selected to join RBC Wealth Management’s exclusive Consulting Group. I was the host of “Your Money” on Business Radio AM1320 for over seven years and a have been a weekly guest on Money Mondays seen on News24Houston. In 2009, I was named one of the top financial professionals focusing in retirement income management by Consumer's Research Council of America. In 2011, I was named as one of the Top Wealth Managers in Texas by Newsweek Magazine. I have also been named to the 2015 Financial Times Top 400 Advisors list in the U.S.

Personal

I am a native Houstonian, currently living in West Houston with my two children, Taylor and Joshua. We believe strongly in taking an active role in the community through a variety of organizations, such as SPCA, CAPS, Depelchin Children's Center and SIRE. When not spending time with my family, my interests include flying, golf, traveling and spending family time at our place in Chappell Hill, TX where I love working with my horses and cattle.

Clint Sepolio, CFA, CFP®

Associate Vice President - Financial Advisor, Consulting Group

713-623-9240 | Email
713-623-9283

Qualifications

I have over 18 years of experience in the financial services industry.  Most of my career has been spent working at Fortune 500 companies, which has enabled me to work with a diverse group of clients and gain exposure in handling a wide variety of situations and needs.

I am a graduate of Sam Houston University with a degree in International Business. I currently hold my Series 7, 63 and 66 investment registrations, as well as hold my Texas Insurance License. I have passed the rigorous examinations to earn the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. This exam focuses on the six main areas of financial planning: tax planning, employee benefits, retirement planning, estate planning, investment management and insurance.

In 2014, I satisfied the requirements to become a CFA charterholder. The CFA Program is a globally recognized, graduate level curriculum that provides a strong foundation of real-world investment analysis and portfolio management skills along with the practical knowledge needed in today's investment industry. It also emphasizes the highest ethical and professional standards.

Kari Weidemann

Senior Registered Client Associate

713-623-9242 | Email

Qualifications

Kari has worked in the financial services industry for over 20 years. Her focus is on client and account management. She specializes in the procedures needed to provide the high quality of service clients expect and deserve from The Friedman Group. Kari is series 7 and 63 securities licensed. 

Personal

A Texas native, Kari and her three children, Kaitlyn, Kendall, and Bryler currently reside in Needville, Texas. She stays active in her community through her church and enjoys cooking, gardening, biking and spending time outdoors with her children.

Lynn Bergin

Senior Client Associate

713-623-9214 | Email

Qualifications

Lynn has worked in the Financial Services industry for over 25 years and brings a wealth of client service experience to our team. Her focus is quality client service and administrative support.

Personal

Lynn is originally from New York but has lived in Texas for many years.  She currently resides in Meadows Place, Texas with her two sons, James and Trevor.  Outside of the office she enjoys traveling with her family, concerts with friends, hiking and scrapbooking.

Braxton Mouton

Registered Client Associate

713-623-9210 | Email
713-623-9283

Qualifications

Braxton graduated from the University of Louisiana at Lafayette in 2016 where he earned Bachelors of Science degrees in both Finance and Economics. He began his career in the financial services industry after joining RBC Wealth Management in 2017 with the Friedman Sepolio Wealth Management Group. Braxton is series 7 and series 66 licensed.

Personal

Braxton is a Louisiana native, and only recently moved to the Houston, Texas area. In his free time he enjoys powerlifting, playing guitar, traveling and all things outdoors.