Leadership Team

Adam is the Chief Growth Officer at One Seven, where he leads the growth and expansion of the financial advisory firm. He has a passion for building scalable systems that drive sustainable growth, and works closely with One Seven’s financial advisors to help them reach their goals. Adam and his team are utilizing Artificial Intelligence to be at the forefront of marketing innovation in the financial services industry.

Beyond his professional pursuits, Adam is dedicated to giving back to his community. He is an eight-year mentor in the Morgan Apprenticeship Program, pairing students with local entrepreneur mentors. Adam is also actively involved with the American Cancer Society. In his free time, he enjoys coaching youth soccer and spending time with his family, including his wife Elana and two children, Aiden and Saige.

Words I Live By

Win The Day!!!

You Should Know…

I was a movie extra in The Christmas Story (Last kid to sit on Santa’s lap)

My Literary Love

Extreme Ownership by Jocko Willink and Leif Babin

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. Knowing the client personally is essential in order to deliver top level service, and it’s those interactions that excite Rick to go to work every morning. Rick’s greatest quality is his attention to detail, having spent the first seven years after college serving on active duty in the Navy. Today, Rick currently resides in Solon, Ohio, with his wife, Tera, and their three children. Rick thoroughly enjoys spending time outdoors, one of his passions being tending to his backyard garden—a longstanding family tradition. In addition, Rick loves to golf and staying busy with his three sons, who are all actively involved in local youth sports leagues.

Words I Live By

“Imagination is more important than knowledge.” — Albert Einstein

You Should Know…

1. My oldest son Thatcher played baby Aaron in the TV show Lost for 2 episodes while we were living in Hawaii. He was one of over 50 children to be cast as Aaron throughout the series.
2. During my 14 years in the Navy, both active and reserve I have traveled to 23 different countries on 5 continents. I have spent the night in more foreign countries than I have in individual states in the US.
3. I have been involved in 2 large-scale humanitarian missions. I was a crew member of the USS Tortuga, the first naval asset that arrived on scene in New Orleans after Hurricane Katrina in 2005. We spent over 2 months working with state and local government officials to provide food and shelter for over 400 evacuees and arrange follow on transportation. Then in 2011, I was a member of the advanced party at the US Forces Japan Headquarters immediately following the earthquake and tsunami that devastated the Greater Tokyo region. We worked closely with our Japanese counterparts to facilitate the procurement of food, water and clothing for the effected region.

My Literary Love

Outliers: The Story of Success by Malcolm Gladwell

The Best Getaway

Rijeka, Croatia

My One Seven Reason

Being able to develop a plan and then seeing that plan come to life for a client. With this comes the satisfaction in knowing I helped an individual, couple or family realize not only their financial goals, but their life goals as well.

 

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. His motivation is to help people achieve their life goals, specifically through wealth management guidance and mentorship. The motivation behind One Seven is to improve the lives of financial advisors by creating a space and culture outside the industry norm, where each individual can thrive both personally and professionally. For Ron, it’s about making a positive impact on people’s lives, encouraging self-growth and upward career mobility, all while enjoying the journey. The ultimate reward for Ron is to create long-lasting relationships with people. Some of his favorite hobbies include studying European history, coaching youth wrestling, and volunteering for meaningful organizations—such as North Coast Community Housing for the developmentally disabled. Ron currently lives in Beachwood, Ohio, with his wonderful wife, Shelley, and their three children, Allison, Sammy, and Erica.

Charities
– North Coast
– Jewish Federation
– Beat Streets Cleveland – Board Chair

Professional Organizations
– EO Cleveland
– ASPPA
– Wrestlers in Business

Words I Live By

“Don’t worry when the coach yells, worry when he stops.” —George Herrick, HS Football Coach

“I’ve lived through some terrible things in my life, some of which actually happened.” —Mark Twain

You Should Know…

1. 3 Time Miami University Trivia Champ 1981-1983
2. I am like a leaky tire, air is going in or air is going out. I try to keep improving so “air is going in.” I do this by continuously learning and reading.

My Literary Love

Quality of Courage by Mickey Mantle

The Best Getaway

Favorite vacation with the family is a cruise. There is so much to do and the big problem of “where to eat” is solved.

I would love to see Antarctica. Would be an awesome experience. I would detour to the Gallopogas Islands.

My One Seven Reason

I enjoy mentoring young people. It is gratifying to see them grow. I was fortunate that others took an interest in me and I enjoy giving back.

Todd is a Co-Founder and President 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.” What drew him to the world of financial planning was the fact that even though the markets would go up and down, the relationships forged through that journey would last a lifetime. What motivates Todd to do his best work is to help every client find their own definition of fulfillment—and that is what drew him to being part of the One Seven team. Todd wanted to create an environment that focused on helping people discover what makes them truly happy. Outside the office, Todd and his incredible wife, Niki, currently reside in Solon, Ohio, with their two spectacular kids, Madden and Bryn. Todd is a die-hard Cleveland fan, following everything from sports to music, theatre, and the arts. In addition, Todd and his wife volunteer actively at their children’s schools, and always look forward to traveling together as a family.

Words I Live By

100% is possible, 100% of the time

You Should Know…

1. Before becoming an advisor, I was an NBC Page in New York City – just like Bob Hope
2. I ran the NYC Marathon in 2013 – and my knees haven’t been the same since
3. I never thought I would become a financial advisor or be the owner of a firm.  I am grateful and appreciative of my partners, family, and clients for their years of love, support, and partnership

My Literary Love

The Seven Spiritual Laws of Success by Deepak Chopra