Meet the
Team
We guide individuals and families toward their ideal retirements.
Experienced, Dedicated, Focused
Our team puts you at the center of everything we do.
Thomas P. Walters II
Founder & President, Wealth Manager
Bio Coming Soon
Thomas “Patrick” Walters III
Retirement Planner
Patrick knew from a young age that he wanted to join the family business, inspired by his father’s dedication and his positive impact on people’s lives. Patrick has been working alongside his father since 2020 and continues to find great satisfaction in helping others pursue their goals and craft a legacy they can be proud of.
With a Bachelor of Science in Financial Planning and a Bachelor of Arts in Biblical Studies, complemented by a minor in Biblical Languages from Liberty University, Patrick brings a unique blend of financial acumen and thoughtful insight to his role. He holds licenses in life, accident, health and long-term care insurance and has passed the SIE and Series 7 and 65 securities exams.
Like his father, Patrick enjoys staying involved in his local church. He leads the youth band on Sunday nights and serves as the drummer for the main band on Sunday mornings. He also sings, plays the piano and trumpet.
Patricia Spivey
Administrative Assistant
Bio Coming Soon.
Your Time Is Now
It’s never too early — or too late — to take control of your financial future so you can enjoy life on your terms. Get started today by scheduling a meeting or registering for an upcoming event.