Advisor profile

What you can expect when you work with me

 At Ameriprise, our 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.
Feel confident about your financial future.

Areas of focus

  • Investments
  • Small Business
  • Retirement Planning Strategies
  • Business Retirement Plans
  • Tax Planning Strategies
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • APMA® Accredited Portfolio Management Advisor℠


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


  • 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

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