Rick Toelle is a founding partner of Southeast Private Wealth where he brings a unique, client-centric approach to financial planning.

With over twenty years of wealth management experience, Rick has had the privilege of building integrated, comprehensive solutions for his clients' financial pictures at the individual, familial, and institutional levels. He specializes in creating personalized strategies that help clients accumulate, protect, and transfer their wealth.

Rick began his career at Eli Lilly where he was in pharmaceutical sales. He then moved to Merrill Lynch where he began his career in wealth management and obtained licensure. There he developed expertise in client relations, retirement services, and estate planning before moving to Wells Fargo where he focused on asset allocation for high-net-worth families.

Rick earned undergraduate and graduate degrees from Mercer University, where he attended Mercer Southern School of Pharmacy and obtained his Pharm. D. He received his CERTIFIED FINANCIAL PLANNER™ certification in 2008.

Rick and his wife, Amelia, are proud Columbus natives and active members in their community. With a passion for mentoring youth, Rick has coached recreation and club soccer for over 25 years and enjoys teaching various Sunday School classes at his church, Wynnton United Methodist. He also enjoys wing shooting with his sons and is an active participant in the Kiwanis Club.