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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
Joe D’Amico, CFP®, MBA
Chief Experience Officer
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
David Hefty, CFP®
Chief Executive Officer
Joe D’Amico, CFP®, MBA
Chief Experience Officer
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
Connect with a
Local Fee-Only Financial Advisor
If you’re ready to work with a fiduciary advisory firm that prioritizes your family’s financial well-being, we’d love to hear from you. Complete the form below, and discover what it’s like to have genuine partners in your financial success.