Personalized advice to help you achieve your goals

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

We take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, we can help you feel confident, connected and always in control of your financial life.


Advisors

Walt McDonald

Walt McDonald

Financial Advisor

Visit Walt McDonald's website
Rick Childress

Rick Childress

Financial Advisor

Visit Rick Childress's website

Team

Adam Yakubec

Adam Yakubec

Field Operations Team Leader

Qualifications

  • Series 7
  • Series 66
  • Series 31
  • Florida LHVA
  • CRPC
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Sharon Halek-Goodof

Sharon Halek-Goodof

Registered Support Assistant

Qualifications

  • Holds series 7, 9, 10, 63 and Insurance licenses.
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