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.

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Fidant Wealth Partners
Fidant Wealth Partners

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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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Jerry Wagner

Jerry Wagner

Financial Advisor

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Designations

CRPC®, APMA®

Top Areas of Focus

  • Estate Planning Strategies
  • Investments
  • Retirement Planning Strategies

Education

BBA, Business Management, Northwood University, Assoc, Automotive Marketing, Northwood University, College for Financial Planning
CA Insurance #0G79187

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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 Troy, III CRPC<sup>®</sup>

Joseph Troy, III CRPC®

Financial Planning Analyst

Practice Manager
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Qualifications

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

Tresa Louderback, CRPC®

Financial Planning Assistant

Paraplanner
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Qualifications

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

Chastity Davis

Office Manager

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Charity Flynn Jordan

Charity Flynn Jordan

Business Development Manager

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Sonya Flannery

Sonya Flannery

Executive Assistant

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Crystal Foster

Crystal Foster

Client Concierge

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Qualifications

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

Jane Dyar

Administrative Assistant

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Tony Bergman

Tony Bergman

Client Service Specialist

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Caroline Kisker

Caroline Kisker

Marketing Manager

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Tosha Thompson

Tosha Thompson

Client Service Associate

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Qualifications

  • Series 7
  • Series 63