The Team

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Our Advisors

Carl Fazio Jr

Carl Fazio Jr

Financial Advisor

More about me...

Top Areas of Focus

  • Investments
  • Retirement Income Strategies
  • Estate Planning Strategies

Education

Hobart & William Smith Colleges BA 1972

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Rick Childress

Rick Childress

Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments

Education

BA - Political Science & History; Ohio Wesleyan University, 1989, MA - Counseling Psychology, Univeristy of Akron

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Our Staff

Sharon Halek-Goodof

Sharon Halek-Goodof

Registered Support Assistant