Fidant Wealth Partners

It’s never too early to begin thinking about leaving a legacy. We provide our clients personalized advice that’s consistent with their dreams and values — for today and tomorrow — and helps them pass on to their loved ones what’s important. It’s a personal and often complex process, but well worth the effort. With our experience in estate planning strategies and our exclusive Confident Retirement® approach, we help guide our clients through their options and learn how decisions could impact their entire financial situation.


Advisors

Advisor photo for David Girmann

David Girmann

CRPC

Financial Advisor

Visit David Girmann's website
Advisor photo for Kathleen Laverde

Kathleen Laverde

CLU®, APMA

Private Wealth Advisor

Visit Kathleen Laverde's website
Advisor photo for Bradley D McElwain

Bradley D McElwain

APMA, CRPC

Financial Advisor

Visit Bradley D McElwain's website
Advisor photo for Andrew Jostworth

Andrew Jostworth

APMA

Associate Financial Advisor

Investment Manager
Visit Andrew Jostworth's website
Advisor photo for Pat Cunnane

Pat Cunnane

MBA

Financial Advisor

Visit Pat Cunnane's website
Advisor photo for Jennifer Hope

Jennifer Hope

Associate Financial Advisor

Visit Jennifer Hope's website
Advisor photo for Karl Diebold

Karl Diebold

MBA, CFP®, APMA

Financial Advisor

Visit Karl Diebold's website
Advisor photo for Jonathan Ehresmann

Jonathan Ehresmann

Financial Advisor

Visit Jonathan Ehresmann's website


Team

Joseph P. Troy III, CRPC®

Joseph P. Troy III, CRPC®

Practice Manager,

Financial Planning Analyst

Qualifications

  • Series 7
  • Series 66
  • Health, Life and Variable Annuities
  • Chartered Retirement Planning Counselor℠
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Stacie Key, CRPC®

Stacie Key, CRPC®

Operations Director

Qualifications

  • Series 7
  • Series 66
  • Health, Life and Variable Annuities
  • Chartered Retirement Planning Counselor℠
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Maryellen Peretzky

Maryellen Peretzky

Paraplanner,

Chief Financial Officer of Fidant Wealth Partners

Qualifications

  • Series 65
  • Series 63
  • Series 7
  • Health, Life and Variable Annuities
  • Series 52, Series 53, Series 24, Series 27 and Series 4
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Caroline Kisker

Caroline Kisker

Marketing Manager

Tosha Thompson

Tosha Thompson

Client Relationship Manager

Qualifications

  • Series 7
  • Series 63
  • Life and Annuities
  • Series 66

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Crystal Griggs

Crystal Griggs

Client Relationship Manager

Qualifications

  • Series 7
  • Series 63
  • Series 66
  • Health, Life and Variable Annuities
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Tony Bergman

Tony Bergman

Client Service Specialist

Ashley Wheeler

Ashley Wheeler

Client Service Specialist

Brandon Ponomarew

Intern

Brittanie Washington

Brittanie Washington

Client Service Specialist

Qualifications

  • Series 7

  • series 63

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Chunyu Ye

Chunyu Ye

Intern

Lori Powers

Lori Powers

Business Development Director

Sonya Flannery

Sonya Flannery

Client Service Specialist

Tresa Louderback, CRPC®

Tresa Louderback, CRPC®

Financial Planning Assistant,

Paraplanner

Qualifications

  • Chartered Retirement Planning Counselor℠
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Chastity Jimino Davis

Chastity Jimino Davis

Business Development Specialist

Kiley Byrne

Kiley Byrne

Financial Planning Analyst

Qualifications

  • Series 7

  • Series 66

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Jane Dyar

Jane Dyar

Marketing Specialist

Marybeth Cunnane

Marybeth Cunnane

Office Manager

Sharon Kovats

Sharon Kovats

Client Service Specialist

Holly Snyder

Holly Snyder

Client Service Specialist

Lynn Evans

Lynn Evans

Marketing Consultant