Rick Simonetti

Chief Strategy Officer

Years of Experience: 33 years 

Educational Background:  

  • The Ohio State University, BS, Accounting 


  • Certified Public Accountant (CPA®) - Inactive 

Other Notable Information: 

  • Rick is a member of the American Institute of Certified Public Accountants and the Ohio Society of Certified Public Accountants  
  • Rick brings years of experience from his previous roles as Senior Managing Director, Southern Region, at Wells Fargo Private Wealth Management, National Head of Wealth Planning at Wells Fargo, and Senior Tax Manager at Deloitte.