Clinton Rickett, MBA
Clinton Rickett bought his first investment when he was 18 years old and his first house when he was 22. Now, 25 years later, Clint helps lead the Rickett & Champa Financial Consulting Group of Wells Fargo Advisors. The group manages over $600 million for approximately 375 families as of November 2021.
Uncertainty is Certain: The pandemic reminds us no one knows what will happen next: not in nature, the stock market, or in our personal lives. We acknowledge this fact and help clients maximize their odds of personal financial success.
As the late, great Colin Powell stated, our goal is to help people “…make educated decisions with imperfect information.” He was referring to war-time decisions… we use it as a backbone of what we do for our clients: superior decisions based on facts and logic – not the ability to predict the future.
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 has also earned his series 7 and 66 securities registrations, in addition to holding life insurance, accident and 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 President of the Board of Directors for Family Promise of Lorain County, a 501(c)3 non-profit organization dedicated to improving lives and reducing homelessness in Lorain County.
No Patent on Success: Contrary to what we may see or hear on the TV, radio, or internet, a one-size-fits-all financial solution does not exist. In fact, there are a lot of ways to be successful. Because our clients are human beings who have different goals, experiences, resources, wants, and needs, our group uses a meticulous three-step process to create and review a unique plan for every person we work with. Perfection is not attainable, and with that in mind, our goal with every client is to maximize their odds of success (with less tax and less stress).
Senior Vice President - Branch Manager
Dennis Champa has served Financial Advisors, team members, and clients of the Eastern 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. Dennis truly enjoys using the various coaching designations he has acquired to help his Financial Advisors become better business owners and serve their clients on a deeper, more efficient level.
In 2021, Dennis joined a team of like-minded advisors, working alongside his two partners, Vince Ruma and Clint Rickett. With Vince’s retirement in 2022, Dennis and Clint continue to serve their clients’ best interests through the use of planning and other combined strategies.
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 the University of Akron, graduating with a bachelor’s degree in finance, business, and organizational communications. Over the course of his career, Dennis has earned his Series 7, 9, 10, 31, and 66 securities registrations. He also holds life insurance, accident and health, and variable annuities licenses, as well as a Long-Term Care Insurance certificate.
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.
Away from the office, Dennis loves spending quality time with his wife, Colleen, and their children, Macie and Manning.