- 22 years at Wells Fargo Private Wealth Management as Senior Managing Director, Southern Region, and National Head of Wealth Planning
- 11 years at Deloitte as a Senior Tax Manager
- Certified Public Accountant (CPA) - Non-practicing
- BS, Accounting from The Ohio State University
- Member of the American Institute of Certified Public Accountants and the Ohio Society of Certified Public Accountants
In addition to reading about taxes and finances, he enjoys college football, auto racing, good wine and good food, and craft cocktails. It’s because of the last few that he also enjoys a good Peloton workout! Beach, wine country, and mountain vacations are all high on the list for the Simonetti family.
Born in New York, Rick grew up in Worthington, Ohio, just outside Columbus.