The Team

Fidant Wealth Partners
Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

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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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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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

Jane Dyar

Jane Dyar

Executive Assistant

Anthony Bergman

Anthony Bergman

Assistant

Joseph P. Troy III, CRPC<sup>®</sup>

Joseph P. 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 Counselor℠
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℠
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
Sonya Flannery

Sonya Flannery

Executive Assistant

Chastity Jimino Davis

Chastity Jimino Davis

Office Manager

Charity Flynn Jordan

Charity Flynn Jordan

Business Development Manager

Tresa Louderback, CRPC<sup>®</sup>

Tresa Louderback, CRPC®

Financial Planning Assistant

Paraplanner
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Qualifications

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

Crystal Griggs

Client Concierge

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Qualifications

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

Caroline Kisker

Marketing Manager

Tosha Thompson

Tosha Thompson

Client Service Associate

Andrew Jostworth

Investment Specialist