Team profile

What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Small Business
  • Estate Planning Strategies

Awards & recognition

  • Fidant Wealth Partners, Ameriprise Client Experience Award, 2021
  • Doug Kisker, Barron’s Top 1,200 Financial Advisors, 2015-2022

Community participation

National Day of Service at the Cincinnati Freestore Foodbank
National Day of Service at the Cincinnati Freestore Foodbank

We are proud to be part of the volunteering efforts made by the following organizations. If you or someone you know is interested in volunteering with us, please call our office and speak with Charity Jordan, or email

Check out our photos from recent community events, including our National Day of Service!