The Team

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Donald McWaters

Donald McWaters

Financial Advisor

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Top Areas of Focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Investments

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Richard Childress

Richard Childress

Financial Advisor

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Designations

CIMA®, 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

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Qualifications

  • Holds Series 7, 9, 10, 63 and Insurance Licenses