Rick Poole: Financial Advisor Offering Tailored Strategies for Long-Term Success
When Rick Poole asked his father what he should major in during his sophomore year at Penn State, the advice was clear: “Finance. If you understand money, you’ll have many open doors.” That guidance paved the way for Rick’s 30+ year career as a trusted financial advisor. After earning his Bachelor of Science in Finance from Penn State’s Smeal College of Business, Rick gained expertise that continues to help individuals and families build tailored financial strategies for achieving their long-term goals.
A Wealth of Experience in Financial Services
Throughout his career, Rick worked as a wholesaler for several leading money management firms. His role allowed him to collaborate with financial professionals on critical areas, including:
Portfolio design and investment planning
Financial planning for short- and long-term goals
Business operations and client-focused marketing strategies
This experience gave Rick a unique perspective on what successful financial advisors do best—understanding clients’ needs and crafting personalized financial plans that align with their dreams. Today, Rick’s team focuses on delivering exactly that: customized strategies designed to build financial stability and peace of mind for every client.
Balancing Life and Purpose
Beyond finance, Rick’s life is filled with a passion for adventure and meaningful experiences. An accomplished athlete, Rick completed the Chicago Marathon, the 2006 Ironman Canada Triathlon, and climbed mountains worldwide, including reaching the summit of Mt. Everest on May 23, 2019. He’s also a licensed skydiver, scuba diver, and paramotorist.
At home, Rick and his wife, Meagan, stay busy with their four children—Sydney, Jillian, Cormac, and June—plus two dogs, Leia and Rocky, and two cats, Rosie and Lolli. Rick believes in living a balanced, purpose-driven life while helping his clients achieve the same through effective financial planning.
Meet the Team
Rick’s branch office administrator, Angel Hacker, joined the team in 2024. Angel lives in Elgin with her husband, Steve, and their two children, Ryan and Mackenzie. Together, Rick and Angel are committed to providing exceptional client service and expert financial guidance.
Ready to take control of your financial future?
📞 Phone: (847) 289-6186
📧 Email: rick.poole@edwardjones.com
🌐 Website: Rick Poole, CFP, CIMA, CEPA
