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Your Local Partners For
Lifelong Financial Freedom
At Credent Wealth Management, we believe all hardworking Americans deserve to maintain their standards of living without worrying about money for the rest of their lives. As your local firm of choice, we combine the personal touch of dedicated financial advisors with the resources and expertise of our coordinated team approach.
Our Mission
Our mission is to guide clients throughout life’s most important financial events with service and expertise above and beyond client expectations.
Our Core Beliefs
We believe:
1
Financial freedom changes lives.
2
All Americans should have
access to independent
and affordable advice.
and affordable advice.
3
The American Dream
is alive and well.
is alive and well.
4
In setting financial goals, developing a written plan, and working with a partner toward those goals.
5
Our fiduciary obligation
is to our client and NOT
Wall Street.
is to our client and NOT
Wall Street.
6
That all investment strategies
work some of the time
and that no investment strategy works all the time.
and that no investment strategy works all the time.
7
In the power of
partnership.
8
The fear of the future and the
greed of consumerism are the
roadblocks to financial
independence for ALL Americans.
Meet Our Executive Leadership
Our executive leadership team combines decades of experience and unique expertise in financial services with a genuine commitment to changing lives in our communities.
David Hefty, CFP®
Chief Executive Officer
Stacy Hefty
President
Joe Haupert
Chief Business Officer
Edison Byzyka, CFA
Chief Investment Officer
Kyle Osting
General Counsel | Chief Compliance Officer
Brian Wessley
Chief Talent Officer
Matt Hendrickson
Chief Operating Officer
Joe D’Amico, CFP®
Chief Experience Officer
David Hefty, CFP®
Chief Executive Officer
Stacy Hefty
President
Joe Haupert
Chief Business Officer
Edison Byzyka, CFA
Chief Investment Officer
Kyle Osting
General Counsel | Chief Compliance Officer
Brian Wessley
Chief Talent Officer
Matt Hendrickson
Chief Operating Officer
Joe D’Amico, CFP®
Chief Experience Officer
Ready To Work With
One Of Our Financial Advisors?
Discover what it means to have a wealth partner who truly cares about your success. Schedule your complimentary initial consultation with a Credent advisor.