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

Doug Kisker

Doug Kisker

Private Wealth Advisor

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

David Girmann

Financial Advisor

Visit David Girmann's website
Kathleen Laverde

Kathleen Laverde

Private Wealth Advisor

Visit Kathleen Laverde's website
Thomas Reitzes

Thomas Reitzes

Financial Advisor

Visit Thomas Reitzes's website
Timothy J Koester

Timothy J Koester

Financial Advisor

Visit Timothy J Koester's website
Bradley D McElwain

Bradley D McElwain

Financial Advisor

Visit Bradley D McElwain's website

Team

Stacie Key, CRPC<sup>®</sup>

Stacie Key, CRPC®

Operations Director

Qualifications

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

Joseph Troy, III CRPC®

Financial Planning Analyst,

Practice Manager

Qualifications

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

Maryellen Peretzky

Paraplanner,

Chief Financial Officer

Qualifications

  • Series 7
  • Series 63
  • Series 65
  • Health, Life and Variable Annuities
  • Series 52, Series 53, Series 24, Series 27 and Series 4
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Tresa Louderback, CRPC<sup>®</sup>

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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Chastity Davis

Chastity Davis

Office Manager

Charity Flynn Jordan

Charity Flynn Jordan

Business Development Manager

Sonya Flannery

Sonya Flannery

Executive Assistant

Crystal Griggs

Crystal Griggs

Client Concierge

Qualifications

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

Qualifications

  • Series 7
  • Series 63
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Andrew Jostworth

Andrew Jostworth

Investment Specialist

Qualifications

  • Series 7
  • Chartered Market Technician
  • Series 66
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