With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Advisor photo for Doug Kisker

Doug Kisker

CRPC, APMA

Private Wealth Advisor

Chief Executive Officer of Fidant Wealth Partners
Learn more about Doug Kisker Visit Doug Kisker's website
Advisor photo for Kathleen Laverde

Kathleen Laverde

CLU®, APMA

Private Wealth Advisor

Learn more about Kathleen Laverde Visit Kathleen Laverde's website
Advisor photo for David Girmann

David Girmann

CRPC

Financial Advisor

Learn more about David Girmann Visit David Girmann's website
Advisor photo for Bradley D McElwain

Bradley D McElwain

APMA, CRPC

Financial Advisor

Learn more about Bradley D McElwain Visit Bradley D McElwain's website
Advisor photo for Karl Diebold

Karl Diebold

MBA, CFP®, APMA

Financial Advisor

Learn more about Karl Diebold Visit Karl Diebold's website
Advisor photo for Jennifer Hope

Jennifer Hope

Associate Financial Advisor

Learn more about Jennifer Hope Visit Jennifer Hope's website
Advisor photo for Pat Cunnane

Pat Cunnane

MBA

Financial Advisor

Learn more about Pat Cunnane Visit Pat Cunnane's website
Advisor photo for Andrew Jostworth

Andrew Jostworth

APMA

Associate Financial Advisor

Investment Manager
Learn more about Andrew Jostworth Visit Andrew Jostworth's website


Our team

Stacie Key, CRPC®

Stacie Key, CRPC®

Operations Director

Qualifications

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

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Joseph P. Troy III, CRPC®

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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Maryellen Peretzky

Maryellen Peretzky

Paraplanner,

Chief Financial Officer of Fidant Wealth Partners

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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Tosha Thompson

Tosha Thompson

Client Relationship Manager

Qualifications

  • Series 7
  • Series 63
  • Life and Annuities
  • Series 66

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Crystal Griggs

Crystal Griggs

Client Relationship Manager

Qualifications

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

Tony Bergman

Client Service Specialist

Kiley Byrne

Kiley Byrne

Financial Planning Analyst

Qualifications

  • Series 7

  • Series 66

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Sonya Flannery

Sonya Flannery

Client Service Specialist

Brittanie Washington

Brittanie Washington

Client Service Specialist

Qualifications

  • Series 7

  • Series 63

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Ashley Wheeler

Ashley Wheeler

Client Service Specialist

Tresa Louderback, CRPC®

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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Lori Powers

Lori Powers

Business Development Director

Chastity Jimino Davis

Chastity Jimino Davis

Business Development Manager

Caroline Kisker

Caroline Kisker

Marketing Manager

Jane Dyar

Jane Dyar

Marketing Specialist

Qualifications

  • MBA

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Marybeth Cunnane

Marybeth Cunnane

Office Manager

Holly Snyder

Holly Snyder

Client Service Specialist

Sharon Kovats

Sharon Kovats

Client Service Specialist

Lynn Evans

Lynn Evans

Marketing Consultant

Chunyu Ye

Chunyu Ye

Intern

Brandon Ponomarew

Intern