Our team strives to provide financial expertise focused on you and your goals. Together, we provide clients access to a breadth of expertise and special focus areas and offer an ongoing dedication to exceptional service.



Advisors

Rick Childress, Financial Advisor serving the Fort Myers, FL area - Ameriprise Advisors

Rick Childress

CIMA®, CRPC®

Financial Advisor

Vice President
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Team

Sharon Halek

Sharon Halek

Registered Client Service Associate

Qualifications

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

Adam Yakubec

Registered Operations Leader

Qualifications

  • FINRA Series 7 License
  • FINRA Series 66 License
  • FINRA Series 31 License
  • Chartered Retirement Planning Counselor (CRPC®)
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