Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Small Business
  • Wealth Preservation Strategies
  • Investment Management
  • Intergenerational Planning
  • Social Security Retirement Benefits
  • Saving for Education
  • Retirement Income Strategies
  • Insurance
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Business Retirement Plans
  • Tax Planning Strategies


  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™


  • B. A. in Psychology| Northern Kentucky University| Highland Heights, KY

Awards & recognition

  • Fidant Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2024
  • Fidant Wealth Partners, Ameriprise Client Experience Award, 2021

Honored to be recognized in Forbes

I’m excited to share that Fidant Wealth Partners has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.

Community participation

Fidant Wealth Partners - Community participation photo

Fidant Wealth Partners is committed to community outreach. We enjoy volunteering and supporting the following organizations, as well as other local outreach programs. Are you interested in volunteering with us or learning about more ways you can help? Call our office or contact Charity Jordan at


  • I love watching sports, as well as playing sports with my 2 boys
  • I am very much into muscle cars and automotive topics
  • I am a huge Ohio State fan
  • I enjoy hanging out with my good friends