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.

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.