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

Walt McDonald

Walt McDonald

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
AR License #409566

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Rick Childress

Rick 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

Adam Yakubec

Adam Yakubec

Field Operations Team Leader

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Qualifications

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

Sharon Halek-Goodof

Registered Support Assistant

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Qualifications

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