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…
- 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.
- 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.
- 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
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.