The Team

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.

Our Advisors

Doug Kisker

Doug Kisker

Private Wealth Advisor

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Top Areas of Focus

  • Small Business
  • Women's Financial Strategies
  • Retirement Planning Strategies

Education

Miami University, BA, 1986
CA Insurance #0D46014

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Matthew Poulos

Matthew Poulos

Financial Advisor

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Designations

APMA®, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Insurance

Education

Bachelor of Science, University of Cincinnati

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Paul Bergman

Paul Bergman

Private Wealth Advisor

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Designations

MBA, CFP®

Top Areas of Focus

  • Family Finances
  • Wealth Preservation Strategies
  • Charitable Giving

Education

M.B.A. Finance, Ohio University, Athens, OH, M.A. Audiology, Cleveland State University, Cleveland, OH, B.A. Biology, St. Joseph's College, Rensselaer, IN
CA Insurance #0I25730

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David Girmann

David Girmann

Financial Advisor

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Top Areas of Focus

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Investment Management

Education

University of Cincinnati, BS, Economics, Xavier University, MBA, Executive MBA Program

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Kathleen Laverde

Kathleen Laverde

Financial Advisor

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Designations

CLU®

Top Areas of Focus

  • Estate Planning Strategies
  • Intergenerational Planning
  • Retirement Planning Strategies

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Terri Connelly

Terri Connelly

Associate Financial Advisor

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Top Areas of Focus

  • Estate Planning Strategies
  • Intergenerational Planning
  • Retirement Planning Strategies

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Thomas Reitzes

Thomas Reitzes

Associate Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Business Retirement Plans

Education

University of Kentucky, BA Finance, 2016

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Our Staff

Stacie Key,  CRPC<sup>®</sup>

Stacie Key, CRPC®

Operations Director

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Qualifications

  • Series 7
  • Series 66
  • Health, Life and Variable Annuities
  • Chartered Retirement Planning Counselor℠
Joseph P Troy III, CRPC<sup>®</sup>

Joseph P Troy III, CRPC®

Practice Manager

Financial Planning Analyst
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Qualifications

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

Maryellen Peretzky

Paraplanner

Chief Financial Officer
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Qualifications

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

Tresa Louderback

Financial Planning Assistant

Paraplanner
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Qualifications

  • Series 7
  • Series 66
  • Life, Health and Variable Annuities
Chastity Davis

Chastity Davis

Office Manager

Charity Flynn Jordan

Charity Flynn Jordan

Business Development Manager

Crystal Foster

Crystal Foster

Client Concierge

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Qualifications

  • Series 7
  • Series 63
  • Series 66
  • Health, Life and Variable Annuities
Sonya Flannery

Sonya Flannery

Executive Assistant

Jane Dyar

Jane Dyar

Administrative Assistant

Tony Bergman

Tony Bergman

Client Service Specialist

Caroline Kisker

Caroline Kisker

Marketing Manager

Tosha Thompson

Tosha Thompson

Client Service Associate

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Roles & Responsibilities

  • Series 7
  • Series 63