Team profile

What you can expect when you work with us

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.
Get started

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Small Business
  • Estate Planning Strategies
  • Business Retirement Plans
  • Tax Planning Strategies
  • Insurance

Awards & recognition

  • Fidant Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2024
  • Doug Kisker, Forbes Best-in-State Wealth Advisors, 2023, 2024
  • Fidant Wealth Partners, Ameriprise Client Experience Award, 2021, 2023
  • Doug Kisker, Barron’s Top 1,200 Financial Advisors, 2015-2023

Community participation

Fidant Wealth Partners - Community participation photo

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 Jane Dyar or email her at jane.c.dyar@ampf.com

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

Our photos

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