Fidant Wealth Partners

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Advisors

Doug Kisker

CRPC, APMA

Private Wealth Advisor

Chief Executive Officer of Fidant Wealth Partners
Visit Doug Kisker's website

Pat Cunnane

MBA

Financial Advisor

Visit Pat Cunnane's website

Kathleen Laverde

CLU®, APMA

Private Wealth Advisor

Visit Kathleen Laverde's website

David Girmann

CRPC, APMA

Financial Advisor

Business Financial Advisor
Visit David Girmann's website

Karl Diebold

MBA, CFP®, APMA

Financial Advisor

Visit Karl Diebold's website

Bradley D McElwain

APMA, CRPC

Financial Advisor

Visit Bradley D McElwain's website

Andrew Jostworth

APMA

Associate Financial Advisor

Investment Manager
Visit Andrew Jostworth's website

Jonathan Ehresmann

Financial Advisor

Visit Jonathan Ehresmann's website


Team

Marybeth Cunnane

Marybeth Cunnane

Office Manager

Holly Snyder

Holly Snyder

Client Service Specialist

Sharon Kovats

Sharon Kovats

Client Service Specialist

Stacie Key, CRPC®, BFA™

Stacie Key, CRPC®, BFA™

Operations Director

Qualifications

  • Series 7
  • Series 66
  • Health, Life and Variable Annunities
  • Chartered Retirement Planning Counselor℠

  • Behavioral Financial Advisor

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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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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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Lori Powers

Lori Powers

Business Development Director

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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Kiley Byrne

Kiley Byrne

Financial Planning Analyst

Qualifications

  • Series 7

  • Series 66

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Chastity Jimino Davis

Chastity Jimino Davis

Business Development Manager

Tresa Louderback, CRPC®

Tresa Louderback, CRPC®

Financial Planning Assistant,

Paraplanner

Qualifications

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

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Tony Bergman

Tony Bergman

Client Service Specialist

Sonya Flannery

Sonya Flannery

Client Service Specialist

Ashley Wheeler

Ashley Wheeler

Client Service Specialist

Brittanie Washington

Brittanie Washington

Client Service Specialist

Qualifications

  • Series 7

  • Series 63

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Jane Dyar

Jane Dyar

Marketing Specialist

Qualifications

  • MBA

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Lynn Evans

Lynn Evans

Marketing Consultant

Brandon Ponomarew

Intern