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Why Credent
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August 2025 Succession Success Newsletter
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Credent Partner Testimonial – Tracy Ann Miller, CFP®
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Wealth Manager Testimonial – Jim Brandenburgh, CFP®
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Wealth Manager Testimonial – Brad Michels, CFP®
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Wealth Partner Testimonial – Chris Lipper, CFP®, CIMA®
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Dan Steichen Merger Testimonial
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Our Partnership – David Hefty
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Acquisition Testimonial – Mark Schupbach
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Wealth Partner Testimonial – Brian Davis
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In the News
Credent Wealth Management
Credent Wealth Management Expands Michigan Footprint with Acquisition of TFG Advisors
Credent Wealth Management
David Hefty featured on The Connected Advisor podcast: The Growth Strategy Behind a $3B Succession-Ready Firm
Credent Wealth Management
The RIA Edge Podcast Welcomes David Hefty to Discuss “Building Out the ‘Anti-Aggregator’ RIA”
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