Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
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
  • Retirement Planning Strategies
  • Business Retirement Plans
  • Tax Planning Strategies


  • 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, 2023
  • Fidant Wealth Partners, Ameriprise Client Experience Award, 2021

Honored to be recognized in Forbes

My team and I are committed to helping our clients achieve their financial goals, both today and tomorrow. Forbes has recognized this dedication by including Fidant Wealth Partners on their 2023 Best-in-State Wealth Management Teams list. I’m honored, and I’d like to thank our loyal clients for making this recognition possible. I look forward to continuing our work together!

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