Podcast

A Founder's Life:

Balancing Entrepreneurship, Family, Health, & Fun​

Podcast

A Founder's Life:

Balancing Entrepreneurship, Family, Health, & Fun​

Building Wealth Without Losing Yourself - Rick Beyer - S6 - E9

In this episode, Rick Beyer shares his journey from mergers & acquisitions and large-scale manufacturing with Mercedes-Benz parent company Daimler, to building one of Arizona’s top financial services practices, and now leading companies focused on wealth planning and employee wellness.

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Guest Info

Rick Beyer is an entrepreneur, executive leader, and growth strategist focused on helping individuals and organizations build success through the intersection of wealth, wellness, and purpose.

He currently serves as the CEO of Engage Wellness and the COO of One Pacific Financial Strategies, where he helps employers, business owners, and families create stronger futures through financial planning, employee wellness programs, and long-term strategic guidance.

Rick began his career in mergers and acquisitions, working with Daimler, the parent company of Mercedes-Benz, where he played a role in major manufacturing integrations and operational expansions across the United States. This early exposure to high-level business strategy, process design, and leadership shaped his approach to scaling organizations and solving complex challenges.

After leaving corporate life, Rick moved to Scottsdale, Arizona, where he built a financial services practice from scratch into one of the largest firms in the region. Following a successful exit, he later helped launch One Pacific Financial Strategies, bringing together experienced professionals to deliver a higher-touch, client-centered advisory model.

Driven by a deeper mission around prevention and quality of life, Rick also founded Engage Wellness, a company focused on helping employers improve employee health outcomes while unlocking valuable tax incentives tied to wellness initiatives.

A devoted husband and father of five, Rick believes lasting success is built on faith, family, discipline, and service. His leadership philosophy is rooted in consistency, coachability, and the belief that business should improve lives, not just balance sheets

Show Notes

About this Episode

In this episode, Rick Beyer shares his journey from mergers & acquisitions and large-scale manufacturing with Mercedes-Benz parent company Daimler, to building one of Arizona’s top financial services practices, and now leading companies focused on wealth planning and employee wellness.

Highlights

  • Early Career: Started in mergers & acquisitions with Daimler, working on major manufacturing consolidations.
  • Big Challenge: Reinventing himself after leaving corporate success behind.
  • Turning Point: Building a top financial services practice from zero in Arizona.
  • Personal Growth: Realizing health, family, and purpose matter as much as income.
  • Business Success: Founded firms focused on wealth strategy and employee wellness.
  • Core Philosophy: If you believe, you’ll be believed.

Resources

👤 Connect with Today’s Guest – Rick Beyer
Website: https://engagewellness.org
Website: https://onepacificfs.com
LinkedIn: https://www.linkedin.com/in/engagewellness/
Email: [email protected]

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