Rick Walters is the Vice President of Innovative Financial Group and the site manager for the Atlanta branch. He is responsible for developing and managing the overall strategy of the Georgia offices and ensuring the infrastructure effectively supports the firm’s financial representatives and clients.
Since 1995, Rick has consistently demonstrated passion, dedication, and commitment to service in the financial services industry. He believes his long-term success stems from taking a personal and genuine interest in each client – who they are, what they care about, and their unique financial needs and dreams.
Rick shares an innovative process with clients that will help them identify, establish, and follow through on their financial goals. Their financial goals could include personal insurance planning, wealth management or solutions for small business owners. His primary focus is to provide confidence in their investments to each client by implementing a detailed strategy, and in the long term to guide them step-by-step towards clearly defined targets, adjusting the course as necessary along the way. Rick believes that the real benefit of a sound financial strategy is the satisfaction of knowing you have honored the commitments to yourself and the people who matter most to you.
Rick is a graduate of the Virginia Tech class of 1991, with a degree in finance from the Pamplin College of Business. He resides in Alpharetta with his wife, Nicole, and three children, Harrison, Grayson and Lucas. Rick is a dedicated member of his local BNI chapter. He and his family are active at St. Ives Country Club, where he enjoys golfing.