Clint Rickett bought his first investment when he was 18 years old and his first house when he was 22.  Three decades later, Clint has been recognized as an expert in the industry, and leads the Rickett & Champa Financial Consulting Group of Wells Fargo Advisors.  The group manages $600 million for approximately 310 families as of November 2024. 

From a humble upbringing in Ashland, Ohio… to being featured in Forbes magazine as a Best-in-State Wealth Advisor (1).  Clint’s team was also selected as a Forbes Best-in-State Wealth Management Team. (2)  Both 2024 recognitions are rare, and a testament to the trust clients place to guide them financially, a responsibility that is never taken for granted.  

Clint is ranked in the top 3% of Financial Advisors within a nationally ranked firm of over 12,000 advisors, but Clint’s personal definition of success is twofold:

·         Help ensure every client accomplishes their goals with less stress and lower taxes.
·         Embrace and love his three teenage daughters every moment he gets (when he’s not in the office, he is carpooling to kid activities across Northeast Ohio).

Clint earned a bachelor’s degree from the University of Mount Union, as well as an MBA from The Weatherhead School of Management at Case Western Reserve University.  He earned his FINRA Series 7 and 66 securities registrations, in addition to holding life insurance, accident & health, and variable annuities licenses and a Long-Term Care insurance certificate.  Furthermore, he is a CERTIFIED FINANCIAL PLANNER® professional, having earned a certification that is among the most recognized in the financial services industry. 

An active member of his community, Clint has served as a member of the Lorain County Chamber of Commerce, as a youth soccer coach for the city of Avon, and as past President of the Board of Directors for Family Promise of Lorain County, 501(c)3 non-profit organization dedicated to improving lives and reducing homelessness in Lorain County. 

Wells Fargo Advisors is not a legal or tax advisor. 

1)- 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2)-2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.             


CA Insurance License #0H12243. Resident State OH.

Dennis Champa has served Financial Advisors, team members, and clients of the Northeast division of Wells Fargo Advisors since 2008. He has enjoyed his time working in various roles ranging from Financial Advisor and Regional Productivity Manager to his current role as a producing Branch Manager. He comes from a sports-oriented family and has always held a passion for coaching in various forms throughout his life. As a producing Branch Manager, Dennis is glad to live his dream of helping clients reach their goals, while also having coached over 1,000 financial professionals over the last decade to become better business owners and serve their clients on a deeper, more efficient level.

In 2021, Dennis joined a team of like-minded advisors and works alongside his business associate, Clint Rickett, Senior Vice President — Investments, bringing more than 45 years of collective experience. Dennis enjoys working with his clients to create a path toward their goals, in addition to partnering with Financial Advisors in various ways to serve their clients more effectively. He believes that the best advisors truly act as business owners and that their clients always come first.

Dennis himself has more than two decades of industry experience and has spent his entire career in Northeast Ohio, where he attended both high school and college at the University of Akron, graduating with a bachelor’s degree in business and organizational communications. Over the course of his career, Dennis has earned his Series 7, 9, 10, 63, and 65 securities registrations. He also holds life insurance, accident and health, and variable annuities licenses, as well as a Long-Term Care Insurance certificate.

Away from the office, Dennis loves spending quality time with his wife, Colleen, and their children, Macie and Manning. They have one dog, Millie, a Chow/Husky mix that keeps them busy. Outside of the office, Dennis is active with the Providence House of Cleveland, and volunteers his time speaking with young people at the Akron Early College. In his spare time, he enjoys staying active through golf and coaching his children’s youth sports teams, and enjoys cultivating his hobby of collecting bourbon.


CA Insurance License # 4229519. Resident State Ohio.

As a Financial Advisor, Felicia Massey works to help clients understand and help their odds of financial success. She enjoys taking the complexities out of investment planning while helping tailor comprehensive plans to fit her clients’ specific needs and goals. With nearly a decade of experience in financial services, Felicia continually strives for ways to contribute to her clients’ success. 

Felicia began her career in financial services in 2015 at Quicken Loans as a mortgage loan originator, helping clients obtain a mortgage on new home or refinance. She took that experience into the banking industry, and by 2016 she was leading a retail banking team at Citizens Bank. Her ability to hold constructive conversations and build relationships with clients proved valuable when she transitioned to wealth management at PNC Investments in 2018. After obtaining her FINRA Series 7 and 66 securities registrations, she began to focus more on financial strategies, onboarding new client relationships, and preparing investment plans to suit her clients’ unique goals. In 2022, she was thrilled to join Wells Fargo Advisors as a Registered Client Associate. Within a year she moved into a Financial Advisor role, and officially joined the Rickett & Champa Financial Consulting Group of Wells Fargo Advisors. Together with her team, their goals are to service clients with a high level of accuracy, provide education around investment opportunities, and contribute to client satisfaction. 

Felicia earned her bachelor’s degree from Ohio University. Currently, she lives in Cleveland with her daughter, Olivia, and their dog, Stella. Outside of work, she gives back to organizations including Habitat for Humanity and the Red Cross. Over the last few years, she became a self-taught woodworker and has completed several projects and renovations in her home, including a playhouse for her daughter. Spending time with family is Felicia’s top priority, whether she is helping with Olivia’s Girl Scout troop, or enjoying time outside together.

 

Lisa’s career in the financial services began when she met a manager with Prescott Ball and Turben in 1989. After an invitation to interview for a Client Associate position, she accepted the job. Today as a Senior Client Associate and Officer at Wells Fargo Advisors, she works closely with her Financial Advisors to handle a wide variety of tasks including troubleshooting and processing complex requests. Her favorite aspects of her job are getting to know the clients and making things a little easier for them through excellent service. 

She lives in Lakewood and has a 31-year-old son who also works for Wells Fargo. Outside of work, Lisa loves volunteering at her local church and some of her favorite hobbies include gardening, drawing, crocheting, reading, and spending time with family and friends.

As a Senior Client Associate, Megan strives to provide the highest quality of operational support to clients.  Her goal is to build strong relationships with all clients through trust and accountability.

Megan began her career in the financial industry in 2013 with Glenmede Trust Company as a Wealth Advisory Associate.  It was in this position she fell in love with helping clients achieve their financial goals.  In 2015, she took her experience to Lincoln Financial Advisors, working with an advisor as a Client Service Manager.  After obtaining her Series 7 General Securities registration and Ohio Life, Variable, Accident & Health insurance license, Megan’s focus turned to analyzing clients’ portfolio allocations and life insurance needs to meet their short- and long-term goals.  In 2022, she joined Wells Fargo Advisors where she has become an integral member of the Rickett & Champa Financial Consulting Group of Wells Fargo Advisors.

Megan earned her Bachelor of Science in Business Management from John Carroll University.  Outside of work, she enjoys spending quality time with her husband, Patrick, their three children, Beckett, Blakeley, and Sutton, and their dog, Remi.  Together they share a love for the outdoors and travelling.