The Leading Independent

Wealth Management Firm

Built by Advisors, For Advisors Who Put Clients First

We’ve built something different — a partnership-driven firm where shared values matter more than numbers alone. We’re 100% owned and managed by our partners, creating a culture where client-first principles aren’t just words; they’re the foundation of everything we do.

Building Meaningful Partnerships
Through Core Values

Culture of Excellence

We’re passionate about delivering results and educating our advisors through communication, collaboration, and trust.

Disciplined

We uphold disciplined standards through relentless process refinement, staying focused on what matters, and a persistent commitment to quality.

Authentic Leadership

We encourage every advisor to lead from their true self by practicing transparency, developing self-awareness, and maintaining the highest standards of excellence.

Passionate

We channel our partners' energy and unique experiences into meaningful work that improves the lives of those they serve.

Selflessness

From leadership to every team member, we're united by shared values: putting others first, genuine empathy, and humble service.

Our mission is to guide clients throughout life’s most important financial events with service and expertise above and beyond client expectations.

David Hefty, CFP®
Chief Executive Officer, Credent Wealth Management

Our Core Beliefs

We believe:

Financial freedom changes lives.

All Americans should have access to independent
and affordable advice.

The American Dream is alive and well.

In setting financial goals, developing a written plan,
and working with a partner toward those goals.

Our fiduciary obligation is to our client and NOT Wall Street.

That all investment strategies work some of the time
and that no investment strategy works all the time.

In the power of partnership.

The fear of the future and the greed of consumerism
are the roadblocks to financial independence for ALL Americans.

2000

David and Stacy Hefty founded Hefty Wealth Partners in Auburn, Indiana

2010

Hefty Wealth Partners becomes a Registered Investment Advisor (RIA)

2010

Dennis Kehoe and John Knowlton founded Oak Point Financial Group as an RIA

2015

Hefty Wealth Partners becomes GIPS compliant

2016

Oak Point becomes a client of Hefty Wealth Partners’ Consulting Division.

2018

Hefty Wealth Partners and Oak Point Financial Group join to form CX Institutional, doing business as Credent Wealth Management

2018

CPF Texas (Plano, Texas) join with Credent Wealth Management

2019

Perspective Financial Group (Waco, Texas) and Charles Hart from Ameriprise join Credent

2020-2021

Support structures, systems, and processes built to enable exponential growth goals.

2022

Personal Wealth Partners (Bloomington, MN, and River Falls, WI), Financial Architects (Louisville, KY), and Conscious Money Solutions (Amarillo, TX) join Credent.

2023

Miller Private Wealth (Oklahoma City, OK) and TruNorth Financial (River Falls, WI) join with Credent

2024

Ward Wealth Management Services (Stillwater, OK) and Clarify Wealth Management (Cincinnati, Columbus, and Lafayette) join Credent

2024

Credent publicly launches its Turnkey Asset Management Platform (TAMP), Credent Advisor Solutions, making back-office support and investment solutions available to any advisor

2025

TFG Advisors (Auburn Hills and Ann Arbor, MI) and Mainstreet Financial (Kalamazoo, MI) join Credent

Your Partner Integration Team

David Hefty, CFP®
Chief Executive Officer
Sydney Kissel
Wealth Advisor
Elise Henderson
Client Service Associate
Garrett Mooney
Client Service Associate
John Ruzza, CFP®, CKA®
Wealth Manager
Andy Mayer
Wealth Manager
Joel Macyauski, CFP®
Wealth Manager
Scott McCandless, CFA, CFP®
Wealth Manager
Nicholas D’Andrea, CFP®
Portfolio Manager
Matt Redmond, CFA
Portfolio Manager
Brad Michels, CFP®, CPFA®, MBA
Wealth Manager
Joe D’Amico, CFP®, MBA
Chief Experience Officer
Josh Feld
Client Service Associate
Mache Henderson
Client Care Coordinator
Sarah Southworth
Client Service Associate
Natalie Bledsoe
Client Care Coordinator
Amy Robinson
Client Care Coordinator
Chris Gautier, CFA, CIMA®
Portfolio Manager - Private Wealth
Owen Crabtree
Financial Planner
Eileen Findley
Client Service Associate
Amy Fluty
Client Service Associate
Marie Marden
Client Service Associate
Brian Davis, CFP®
Wealth Manager
Chris Scott
Financial Advisor
Anthony Picerni, AIF®, CIMA®, CRPS®
Wealth Advisor
Cristina Siles
Client Care Coordinator
Lucy Satterwhite, CFP® 
Wealth Manager
Paul Reile
Wealth Manager
Terry Hirsch, MBA
Wealth Manager
Rebecca Kindig, CFP®
Wealth Manager
Thomas Williams, CFP®
Wealth Manager
Tim Atkinson
Regional Manager
Pearce Priebe
Wealth Advisor
Laura Chinander
Financial Planner
Noah Richer
Client Service Associate
Cameron Magoon
Wealth Advisor
Hayden Neely
Client Service Associate
John Ehrenfeld, CFP®
Wealth Manager
Aubrey Ramey, CFP®
Wealth Manager
Jim Brandenburgh, CFP®
Wealth Manager
Jake Walker, CFP®
Wealth Manager
Elizabeth Tulloch, CFP®
Wealth Manager
Greg Betlach, CFP®
Wealth Advisor
Travis Glassley, JD
Wealth Manager
Wade Miller
Client Service Associate
Marques Glaze
Wealth Advisor - Private Wealth
Atalie Watts
Client Care Coordinator
Missy Musleh
Client Care Coordinator
Steve Swicegood, CFP®
Wealth Manager
Tanner Stepp, CFP®
Wealth Manager
Eli Smith
Wealth Advisor
Chad Baxter, CFP®
Advanced Planning Advisor
Christopher Bredeson
Wealth Advisor
Sydney Hefty
Wealth Advisor
Dennis Kehoe
Wealth Manager
Brian Remson, CFP®, CPWA®
Advanced Planning Advisor
Kentrina Mapes
Financial Advisor
Theresa Kruizenga
Client Service Associate
Laura Morton
Financial Planner
Brian Neal, AAMS®
Wealth Manager
Mike Pepin, CWS®
Wealth Manager
Chris Lipper, CFP®, CIMA®
Wealth Manager
Adam Spence, CFP®
Wealth Manager
Jim Ward
Wealth Manager
Tracy Ann Miller, CFP®
Wealth Manager
Adam Lisowsky, CFP®
Wealth Manager
Brad Clark, CFP®
Wealth Manager
Daniel Steichen, JD, CPA (Inactive), MS Taxation
Wealth Manager
Sue Isaacson, JD, LLM, CFP®, CPA (Inactive), PFS™
Wealth Manager
Doug Lockwood, CFP®
Wealth Manager
Erik Herstad, MBA
Wealth Manager
McKenna Clifford, CFP®
Wealth Manager
Allyson Woollweever
Client Care Coordinator
Gabriel Wyatt
Investment and Research Analyst
Bill Hoover
Wealth Advisor
Jill Weiler
Client Service Associate
Nicole Proxmire
Client Care Coordinator
Karyn Beth Ash
Client Care Coordinator
Todd Hartsough, MBA
Wealth Advisor
Layton Ginder, CFP®
Wealth Advisor
Nancy Brunner, FPQP®
Client Care Coordinator
Charlie Greene
Financial Planner
Eliza Fegley
Client Care Coordinator
Ryan Cusin
Financial Planner
Brady McBride
Investment and Research Analyst
Erin Palmer
Financial Planner
Brittany Miller
Client Care Coordinator
Stacy Hefty
President
Edison Byzyka, CFA
Chief Investment Officer
Joe Haupert
Chief Business Officer
Christina North
Chief Financial Officer
Kyle Osting
General Counsel | Chief Compliance Officer
Brian Wessley
Chief Talent Officer
Matt Hendrickson
Chief Operating Officer
Nicole Hansen
Director of Partner Integration
Tom Knippa
Partner Integration Advisor
Adil Bakr
Partner Integration Team Lead
Victoria Webster
Project Coordinator
Wendy Pettis
Director of Human Resources
Alisha Norris, CFA
Senior Portfolio Manager
Christy Gordon
Controller
Jaysn Murphy
Director of IT

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can do for you and your clients.

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