Our advisors

Doug Kisker, Private Wealth Advisor serving the Crestview Hills, KY area - Ameriprise Advisors

Doug Kisker

Private Wealth Advisor

Chief Executive Officer of Fidant Wealth Partners
Learn more about Doug Kisker Visit Doug Kisker's website
Bradley D McElwain, Financial Advisor serving the Crestview Hills, KY area - Ameriprise Advisors

Bradley D McElwain

APMA®, CRPC®

Financial Advisor

Learn more about Bradley D McElwain Visit Bradley D McElwain's website
David Girmann, Financial Advisor serving the Crestview Hills, KY area - Ameriprise Advisors

David Girmann

Financial Advisor

Learn more about David Girmann Visit David Girmann's website
Kathleen Laverde, Private Wealth Advisor serving the Crestview Hills, KY area - Ameriprise Advisors

Kathleen Laverde

Private Wealth Advisor

Learn more about Kathleen Laverde Visit Kathleen Laverde's website
Randy Knapmeyer, Financial Advisor serving the Crestview Hills, KY area - Ameriprise Advisors

Randy Knapmeyer

APMA®

Financial Advisor

Learn more about Randy Knapmeyer Visit Randy Knapmeyer's website
Thomas Reitzes, Financial Advisor serving the Crestview Hills, KY area - Ameriprise Advisors

Thomas Reitzes

CFP®, APMA®

Financial Advisor

Learn more about Thomas Reitzes Visit Thomas Reitzes's website
Timothy J Koester, Financial Advisor serving the Crestview Hills, KY area - Ameriprise Advisors

Timothy J Koester

CFP®, APMA®

Financial Advisor

Learn more about Timothy J Koester Visit Timothy J Koester's website

Our team

Joseph P. Troy III, CRPC<sup>®</sup>

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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Stacie Key, CRPC<sup>®</sup>

Stacie Key, CRPC®

Operations Director

Qualifications

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

Maryellen Peretzky

Paraplanner,

Chief Financial Officer

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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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 Jimino Davis

Chastity Jimino Davis

Office Manager

Sonya Flannery

Sonya Flannery

Executive Assistant

Charity Flynn Jordan

Charity Flynn Jordan

Business Development Manager

Crystal Griggs

Crystal Griggs

Client Relationship Manager

Qualifications

  • Series 7
  • Series 63
  • Series 66
  • Health, Life 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 Relationship Manager

Qualifications

  • Series 7
  • Series 63
  • Life and Annuities
  • Social Security
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Andrew Jostworth

Andrew Jostworth

Investment Specialist

Qualifications

  • Series 7
  • Chartered Market Technician
  • Series 66
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Kiley Byrne

Kiley Byrne

Intern

Steve Rodriguez

Steve Rodriguez

Client Relationship Manager

Qualifications

  • Series 7
  • Series 63
  • Life and Annuities
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