Rick focuses on providing wealth management solutions to successful business owners, professionals, and corporate executives in the Atlanta metro area. Working closely with his clients, he helps them address their major concerns: building and preserving their wealth and independence, mitigating taxes, taking care of their heirs, ensuring that their assets are not unjustly taken, and charitable giving.
Rick joined Atlanta Financial as a principal in August 2012, through the merger of Atlanta Financial with Rick’s company, Cornerstone Wealth Management. He uses a process that is both consultative and collaborative to gain a detailed understanding of his clients’ deepest values and goals. He then employs customized recommendations designed to address each client’s unique needs and goals beyond simply investments.
Successful individuals and families work with Rick to:
- Develop and implement a comprehensive wealth management plan to help them reach their financial dreams
- Make smarter decisions in today’s uncertain political, economic, and social environment
- Obtain an independent second opinion from a top financial advisor in their community
Prior to joining Atlanta Financial, Rick provided his clients with wealth management advice for more than 20 years, most recently for almost 14 years through his own firm, Cornerstone Wealth Management. Rick began his career at Arthur Andersen and Co., focusing on taxation, and followed that by working with a leading Georgia accounting firm serving the types of clients that Rick continues to enjoy working with today.
Rick graduated in 1980 with honors from Furman University. He became a Certified Public Accountant (CPA) in 1982 and obtained the CERTIFIED FINANCIAL PLANNER™ professional certification in 1992. He also holds the Accredited Investment Fiduciary® (AIF®) designation, as well as numerous FINRA securities registrations, including the Series 24 (Registered Securities Principal). He is currently a registered representative with Commonwealth Financial Network®.
Rick’s commitment to his clients and to continuous learning has earned him recognition and a loyal clientele. Rick is a five-time recipient of the Five StarSM Wealth Manager* award. Rick has also been recognized as a President’s Club advisor nine times, a distinction based on annual production annually by a historically small group of advisors affiliated with Commonwealth Financial Network.
Rick and his wife, Linda, have been married for 26 years. They are longtime residents of Peachtree Corners and have two teenage daughters. When not working with his clients, Rick enjoys golf, running, and spending time with his family.
*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 3,620 Atlanta wealth managers were considered for the award; 546 (16 percent of candidates) were named 2015 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.