If you've felt frustrated with your current direction, you're not alone. We felt the same way—until now. Welcome to One Seven.
Experienced hands-on talent
Each one of our financial advisors is handpicked for his or her unique expertise. We believe in quality over quantity, and take a personal interest in each one of our client's goals and aspirations for the future. We judge our success by how much value we can bring to your life, in as many different areas as possible. No matter where you're looking to go, we have someone here who can help you get there.
One Seven Team
A leader at heart, Ron is the President & CEO of MGO Investment Advisors and the Co-Founder of One Seven. After many years of running a successful business, he channeled his entrepreneur skill set into starting One Seven from the ground up.
Todd is a Co-Founder of One Seven, born and raised in Cleveland, Ohio. Todd's aspirations were always to find a career where he could impact people's lives for the better, and create relationships that went far beyond "deal making."
Bruce is a Co-Founder of One Seven, with more than 34 years of experience in both the foreign exchange and equity markets. What has always driven Bruce are the opportunities to work directly with clients and make a difference in their lives, as well as the lives of their families.
Stuart Gertman is a Co-Founder of One Seven. With nearly 30 years of experience, he has earned the reputation for providing highly customized advice, investment solutions, and wealth management services to high net worth individuals, multi-generational families and small business owners.
Michael is a Co-Founder of One Seven with more than 30 years of experience as a wealth management professional. What Michael enjoys most is organizing and problem-solving for clients, listening closely to help simplify their financial lives.
Paul is the Vice President of MGO Investment Advisors, and a Co-Founder of One Seven. He has a strong technical background in the design and installation of qualified retirement plans that make him a valued asset to the team. Paul's expertise is in helping his clients crystalize and then achieve their goals—but it's the forging of the personal relationship that is the real reward.
Rick is the Director of Sales & Marketing of MGO Investment Advisors, and as a Co-Founder of One Seven he oversees the marketing and outreach initiatives for the company. To Rick, his work is not about "wealth management" as much as it is the relationships that are developed as a result.
Marcy is the Director of Wealth Planning at One Seven. She assists clients in achieving their personal, financial, business, and philanthropic goals. From comprehensive planning to strategy implementation, she is a trusted advisor and a long-term resource, providing ongoing support for our clients and their families. Marcy received...
Matt Brigeman is a Financial Advisor at One Seven. Matt’s wealth management philosophy focuses on the importance of creating a comprehensive financial plan as a guideline to meet his client’s financial and personal goals.
Amanda is the Senior Services Manager of One Seven. She became licensed while at Aetna Retirement and eventually moved to Merrill Lynch in 1999. With more than 18 years of experience in the financial services industry, Amanda's greatest strength is in providing an accordion of services...