A member of the GamePlan team since 2004, Rick leads our Life Insurance Team, acting as a mentor and ensuring that our Life Insurance Sales Coaches stay up-to-date on product knowledge as well as sales concepts. His first eight years here were spent as a Sales Coach, during which time he helped producers write over $14 million in target life premium and was our top Life Insurance Sales Coach for five of those years. Rick is a member of advisory boards for two major life insurance companies. Prior to joining the GamePlan team, he was a registered representative for a small Broker/Dealer and also owned his own photography business. Rick earned his Chartered Life Underwriter® and Chartered Financial Consultant® designations from The American College of Financial Services, and he also holds a degree in Finance from Kennesaw State University.
Rick is married with two children and enjoys photography and building furniture. He and his wife are international backpackers and adventure travelers, and Rick plans to camp on all seven continents. While he may not know anything about archaeology, we’re pretty sure he owns a fedora and whip…
800.886.4757 ext. 1344
300 ParkBrooke Place, Ste. 200
Woodstock, GA 30189
Individual producer results may vary. The experience of other financial professionals is no guarantee of future success.
Please note that GamePlan Financial Marketing, LLC, its affiliated companies, and their representatives do not give legal, tax, or Social Security advice. Producers and their clients are encouraged to consult a tax advisor, attorney, or the Social Security Administration via their local office or online at www.ssa.gov.