Meet The Team

Pete McCleskey, CPA

Pete McCleskey, CPA

Financial Advisor

Hello, I am Pete McCleskey, Investment Advisor Representative with RFG Wealth Advisory. My wife, Sheila, and I have made our home in Denton since 1998, and we have enjoyed building our life there while raising our three children.

I bring more than four decades of business experience to my role, with a background that includes time in IBM’s sales organization, business ownership, and advising other business owners on accounting, tax, and mergers and acquisitions.

I earned a bachelor’s degree in Mechanical Engineering and a master’s degree in Accounting from The University of Texas at Austin, and I am a CPA in the state of Texas.

I enjoy traveling and the Mountain West is probably my favorite US destination. Internationally, it would have to be Switzerland. I also enjoy spending time in my wood shop, trying new restaurants, and spending time with family, friends, and my church community.

After many years of working across different areas of business, I am excited to affiliate with RFG Wealth Advisory and bring a practical, relationship-focused, planning-oriented approach to serving clients.

Vacation

I am definitely more of a mountains person than a beach person.

Hangout

Family is very important to Sheila and me. We love spending time with our kids and grandkids.

Hobby

Woodworking is where my creative side feels most at home. I love designing and producing lovely, refined wood items for home and gifts.

Restaurant

One of my go-to places to dine is Green Zatar. The food is great, and the family-owned atmosphere is very special. However, my favorite restaurant may be “the next one.” I enjoy great food.

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RFG Wealth Advisory is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training, nor is it an endorsement by the SEC or other regulators. RFG Wealth Advisory only provides investment advisory services in jurisdictions where it is registered or qualifies for an exemption. This website is for informational purposes only and does not constitute legal, tax, or accounting advice. For more information, see our Form CRS, available at the bottom of this page.

RFG Wealth Advisory
130 Old Town Blvd., S, Ste. 100
Argyle, TX 76226

940-464-4104