As Co-Founder and President of OneSeven, Rick plays a key role in driving the firm’s growth, innovation, and commitment to excellence. Rick works closely with our advisors, leadership team, and partners to develop strategic initiatives that enhance client experiences and expand our impact. Focused on fostering strong relationships and creating opportunities for success, Rick is dedicated to supporting advisors, optimizing business operations, and ensuring OneSeven continues to thrive in the wealth management industry.

Before co-founding OneSeven, Rick proudly served in the U.S. Navy, where he developed the leadership, discipline, and strategic thinking that guide my approach today. Rick’s mission is to continue shaping OneSeven as a firm that puts clients first, supports advisors, and makes a lasting impact in the financial industry.

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. T 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 OneSeven 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.