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Our Team

Small by design. Personal on purpose.

We built Sweet Life so clients could work with people who know their name, understand their story, and answer the phone when life changes.

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A relationship, not a call center

Financial planning is personal. We think the firm providing it should feel personal too.

Our team is intentionally small, collaborative, and rooted in our community. You will not be handed off to a rotating service center or asked to explain your situation to a new person every time you call.

You will work with a team that understands your plan, remembers what matters to you, and takes responsibility for helping move things forward.

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“You should not have to reintroduce yourself every time you need financial advice.”
About Brian

Brian LaHue, CFP®

FOUNDER AND FINANCIAL PLANNER

Brian has spent nearly two decades in financial services, including years in banking, learning how the industry works from the inside. He started Sweet Life to build the kind of firm he would want his own family to work with: thoughtful, straightforward, deeply personal, and willing to look beyond investments.

His interest in money began early. Growing up in a household where money was budgeted and openly discussed taught him discipline and the importance of planning. His marriage to Marcee taught him something equally valuable: a good life also requires celebration, spontaneity, and permission to enjoy the present.

That balance became the foundation of Sweet Life.

Brian asks a lot of questions, explains complicated ideas in simple terms, and is willing to challenge clients when fear is getting in the way of living. His goal is not simply to help people accumulate more. It is to help them understand what matters most and use their money to spend more time on those things.

Outside the office, Brian and Marcee coach track at Corydon Central. They have two children, Booker and Georgia, and Brian is an unapologetically enthusiastic Georgia Bulldogs fan.

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Meet our team

Hannah Harbeson

Financial Planning Assistant

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Sarah Cole

Planning And Operations Associate

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Marcee LaHue

Client Experience

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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

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Gibson Bosworth

RFG Advisory

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Independent advice. Strong support.

Sweet Life is an independent advisory practice supported by RFG Advisory.

RFG provides technology, research, compliance, and operational resources behind the scenes. That support allows our local team to remain focused on what matters most: planning, relationships, responsiveness, and helping clients make better decisions.

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A 15-minute conversation is enough to hear what is on your mind, answer a few questions, and see whether our team feels like the right fit.
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Hannah Harbeson

Financial Planning Assistant

Hannah helps gather and organize the information that goes into each client plan. She supports the planning process, prepares materials, tracks important details, and helps ensure that questions and follow-up items do not fall through the cracks.

Her work helps turn a collection of accounts, documents, and decisions into a clear and organized financial picture.

Sarah Cole

Planning And Operations Associate

Sarah helps move recommendations from conversation to completion. She supports account operations, paperwork, scheduling, and the many behind-the-scenes details required to implement and maintain a financial plan.

She plays a central role in making the client experience feel organized, responsive, and easy to navigate.

Marcee LaHue

Client Experience

Marcee helps shape the thoughtful, personal experience clients associate with Sweet Life. She brings warmth, perspective, and a genuine appreciation for celebrating the moments that make life meaningful.

Her influence is also woven into the philosophy of the firm: prepare wisely for tomorrow, but do not forget to enjoy today.

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.