Fidant Wealth Partners

If you want to be able to count on your assets—today and tomorrow—it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement® approach to recommend balanced and customized asset and risk management strategies. Whether health, life, disability income or long-term care insurance, we suggest solutions and coverage levels to best suit each client. Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.


Advisors

Doug Kisker

Doug Kisker

Private Wealth Advisor

Visit Doug Kisker's website
Matthew Poulos

Matthew Poulos

Private Wealth Advisor

Visit Matthew Poulos's website
Kathleen Laverde

Kathleen Laverde

Private Wealth Advisor

Visit Kathleen Laverde's website
David Girmann

David Girmann

Financial Advisor

Visit David Girmann's website
Timothy J Koester

Timothy J Koester

Financial Advisor

Visit Timothy J Koester's website
Bradley D McElwain

Bradley D McElwain

Financial Advisor

Visit Bradley D McElwain's website

Team

Joseph P. Troy III, CRPC<sup>®</sup>

Joseph P. Troy III, CRPC®

Financial Planning Analyst,

Practice Manager

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 Annuities
  • 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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Sonya Flannery

Sonya Flannery

Executive Assistant

Chastity Jimino Davis

Chastity Jimino Davis

Office Manager

Caroline Kisker

Caroline Kisker

Marketing Manager

Charity Flynn Jordan

Charity Flynn Jordan

Business Development Manager

Tresa Louderback, CRPC<sup>®</sup>

Tresa Louderback, CRPC®

Financial Planning Assistant,

Paraplanner

Qualifications

  • Chartered Retirement Planning Counselor℠
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Crystal Griggs

Crystal Griggs

Client Concierge

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

Tosha Thompson

Tosha Thompson

Client Service Associate

Qualifications

  • Series 7
  • Series 63
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Andrew Jostworth

Andrew Jostworth

Investment Specialist

Qualifications

  • Series 7
  • Chartered Market Technician
  • Series 66
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