Allyson Woollweever

Financial Planner

After experiencing the life-changing impact of financial wellness, Allyson Woollweever wants the same for everyone who walks through the door. As a Financial Planner, she keeps clients organized and informed as they build wealth and live free, managing everything from RMDs to annual goal review meetings.   

Allyson’s industry experience started in banking, where she worked her way from a position as a teller to a role as a loan officer. She is Series 65 certified and pursuing her degree in business through Grace Christian University.  

Born and raised in DeKalb County, Allyson loves the people of Auburn and the traditions they keep alive. She has served as a mentor and volunteer with Columbia City Campus Life and her local church. In her spare time, Allyson enjoys game nights, traveling with her husband, playing Euchre with her grandma, and singing.  

“It brings me so much joy to help clients find security in their finances because I know how not having it affects families and mental health.” 

What are you most proud of?  

 I am most proud of the life I’ve been able to build so far with my husband and our two dogs. We have a great home, great family, great friends, and a great church where we can further grow our faith together. 

 What’s the best trip you’ve ever taken? 

 My husband and I went to Cozumel for our honeymoon. It was mind opening to leave the country for the first time and see what it’s like in other places. While the resort was gorgeous, serene, and peaceful, the roads to take there were not. It helped me better understand how blessed we are here in the States and taught me to not take things for granted. 

 What’s one thing you’ve always wanted to do?  

 The biggest thing on my bucket list currently is to see a show at the Grand Ole Opry. As a kid, I used to think it was “famous people only” who were allowed to go. I recently learned that was not true, and I am very excited to attend one day soon. 

Doug Lockwood, CFP®

Wealth Manager

Serving the industry since 1988, Doug Lockwood is an expert at supporting clients through retirement, charitable giving, estate planning, and more. A Certified Financial Planner™, he customizes each plan to the family, helping clients build the right blueprint so they can live with as few limits as possible.  

Prior to Credent, Doug served as the branch president and a wealth partner for Hefty Wealth Partners, which became Credent in 2018. He earned a Bachelor of Arts with a concentration in economics and a minor in Latin from Wabash College and holds an MBA from Anderson University School of Business.  

A husband, father, and grandpa, Doug enjoys spending time with his family, staying active, and traveling. He has served as president of DeKalb County Hope Inc., the Auburn Chamber of Commerce, and the Auburn Lions Club.  

“Every day, I use my experience and knowledge to innovate, adapt, and audaciously bring clarity to our clients’ personal financial walks.” 

What are you most proud of?  

 Completing a marathon, raising strong, independent, contributing young men, and actively mentoring for the past 35 years. 

 What’s the best trip you’ve ever taken? 

 Advanced Open Water certification in Roatan, our family trip to Hawaii, or our family ski trip after my son returned from military deployment.  

 What’s one thing you’ve always wanted to do? 

 Complete a bicycling trip through the Austrian Alps or a sea level to summit of Haleakala, Maui. 

Erik Herstad, MBA

Wealth Manager

Erik Herstad approaches his work as a Wealth Manager with a genuine desire to serve. For over 22 years, he has worked in the financial industry, helping others navigate change. Whether calling all of his clients amid a pandemic or chatting with a couple about their yearly goals, Erik is a voice of reason as clients pursue financial wellness.  

 Skilled in 401(k) management, Erik provides education and resources to individuals and businesses to help people invest well for retirement. He attended Indiana Wesleyan University and earned a Bachelor of Business Administration and an MBA.   

 In his free time, Erik enjoys golfing, fishing, camping, and spending time at the family lake home with his wife and four kids. He also serves on the board of Junior Achievement of NE Indiana. 

 “Working at Credent allows me to help individuals, families, and businesses make decisions that can shape their financial futures. We show that we genuinely care about clients and their financial success, and we hear the appreciation in return.” 

What are you most proud of?  

 My family. It has been the greatest challenge and accomplishment of my life. Being a husband and a father draws on every emotion and changes at every stage of life. 

 What’s the best trip you’ve ever taken? 

 A couple of years ago, we took our kids to Savannah, GA. We stayed on Tybee Island and went into the city. To this day, they still talk about how much they loved it and want to go back. 

 What’s one thing you’ve always wanted to do?  

 Travel to Jerusalem. 

Layton Ginder, CFP®

Wealth Manager

Layton Ginder knows that supporting clients throughout all life events—a birth, a graduation, a marriage, a retirement, a death — can make all the difference. He helps hardworking individuals and families prepare and strategize for the future so they can have comfort knowing they will be okay.  

Layton earned his bachelor’s in financial counseling and planning from Purdue University and is a Certified Financial Planner™. After close to a decade in the financial industry, he has the wisdom and adaptability to help clients achieve financial freedom.  

Layton sits on the Executive Committee of the board of the local Big Brothers Big Sisters and serves as the chair of the Resource Development Committee and the chair of the organization’s largest fundraiser—the Brad Miller Gala and Golf Outing. A father, husband, and Northeast Indiana local, he enjoys spending time with his family and friends and being outdoors at his family farm or Lake James.  

 “Being there to help guide clients through some of the most important and complicated financial events is why I am so passionate about the work we do at Credent!” 

What are you most proud of?  

 Of all the things I have accomplished, I am most proud of my children, Levi, Hank, and Halle. 

 What’s the best trip you’ve ever taken? 

 The best trip I have taken was when my wife and I traveled to Siesta Key, just the two of us!   

 What’s one thing you’ve always wanted to do?  

 On my bucket list is to hunt a Yukon Bull Moose with my bow and arrow! 

McKenna Clifford

Wealth Manager

McKenna Clifford elevates the people around her, guiding clients through comprehensive financial, estate, and tax planning to help them be financially free. As a Wealth Manager, she advocates for her clients’ best interests and is passionate about serving as a dedicated partner for women.  

 McKenna earned her bachelor’s in agricultural economics from Purdue University and her master’s in agricultural and applied economics from Michigan State University. As a mother raising her family near their 4th generation farm, she understands how to protect a legacy.  

 McKenna is the president of Image of Hope Ranch, the treasurer for Auburn Main Street, a Big Sister with Big Brothers Big Sisters, and a dedicated volunteer for the local 4-H program. When she’s not serving clients, you can find McKenna riding UTVs, gardening, or tending to her 50+ chickens alongside her family.  

“I am so blessed to partner with my clients in their financial journeys. I am especially passionate about helping women feel comfortable and confident financially.” 

What are you most proud of?  

 My daughter. She impresses me every day with the knowledge she gains and the way she rules the world around her while loving so many people unconditionally. 

 What’s the best trip you’ve ever taken? 

 A study abroad trip to Ireland during my time at Purdue.  

 What’s one thing you’ve always wanted to do?  

 Travel through Alaska. 

Todd Hartsough, MBA

Wealth Advisor

Todd Hartsough champions financial education to help hardworking Americans plan for the future. When he’s not presenting at local workshops, he walks individuals through their current reality and future possibilities, helping them see how to achieve their life goals.  

Todd has decades of experience helping people take action on what they learn. He is specifically passionate about helping others navigate change and accomplish what’s important to them. After years of coaching and teaching, he understands that everyone has unique ambitions, and he connects each person to the team they need to create a tailor-made plan. 

Todd graduated from Manchester University with a double major in business administration and biology and earned his MBA from Indiana University. When not meeting with clients, he enjoys traveling, fishing, golfing, working on his farm, and spending time with his four children by coaching their sports teams.  

“I am passionate about guiding clients through ever-changing life events and helping them understand how we can work together and make their goals a reality.” 

What are you most proud of?  

 I am most proud of the four awesome children I have and seeing them mature into young adults. 

 What’s the best trip you’ve ever taken? 

 The best trip I have ever been on was a two-week trip out west in 2021 with my family. We visited multiple national parks in Arizona, Nevada, California, Utah, Colorado, Idaho, Wyoming, and South Dakota. 

 What’s one thing you’ve always wanted to do?  

 I’ve always wanted to go to Maine, get on a lobster boat for the day, and then return to shore and enjoy a fresh catch. 

Michael West

Wealth Advisor

Michael West helps hardworking Americans take the first step toward financial freedom. A Wealth Advisor in the Louisville Metro, he presents at area events, teaching retirees and pre-retirees how to manage and lower taxes in retirement. Michael is a sounding board for committed investors, connecting them to the right experts to help them achieve their goals.   

Before Credent, Michael spent 9+ years with Nationwide Financial, where he advanced from consultant to manager. Before Nationwide, he worked with an RIA firm in Nicholasville, KY. His experience with tax planning strategies gives him a passion for helping people pay less in taxes. 

Michael is a University of Kentucky graduate (with a Bachelor of Business Administration in finance and economics) and achieved the Chartered Financial Consultant® designation through The American College. When not meeting with clients, he enjoys college sports, getting outdoors to boat or visit national parks, actively attending his local church, and raising his young daughters with his wife, Chelsie. 

“I am passionate about the financial future of everyone I partner with and advocate for my clients as a fiduciary, putting their needs first.”  

 What are you most proud of?  

 My family—wife, Chelsie, and two daughters.  

 What’s the best trip you’ve ever taken? 

 Hawaii.  

 What’s one thing you’ve always wanted to do?  

 Learn another language. 

Brad Michels, CFP®

Wealth Manager

After nearly three decades in the industry, Brad Michels believes everyone needs a trustworthy guide to help them make wise financial decisions and build an intentional life. Before becoming a Wealth Manager at Credent, Brad owned Financial Architects, Inc., which merged with Credent in 2022. His expertise gives clients confidence as they overcome challenges and pursue freedom.  

 On a typical day, Brad serves clients, optimizes financial plans, and keeps an eye on the market. He is a Certified Financial Planner® and holds a Bachelor of Business Administration from the University of Kentucky and a Master of Business Administration from Webster University.   

Brad volunteers with his local church and Habitat for Humanity and is a member of the Financial Planning Association, where he previously led as President of a local chapter. He also served during the Persian Gulf War/Desert Storm as a military policeman, supply specialist, and company armorer and was awarded the Army Achievement Medal. In his free time, Brad likes to fish, hunt, golf, and spend time with his family. 

“Everyone needs a guide to assist them in overcoming the behavioral pitfalls associated with money-based decisions. I want to collaborate with my clients, not dictate to them.” 

What are you most proud of?  

 My military service and taking the leap of faith in 2009 to go out on my own in the financial industry.  

What’s the best trip you’ve ever taken? 

Aruba with a group of close friends, where we all celebrated our 50th birthdays. 

 What’s one thing you’ve always wanted to do?  

 Go on a 3–4-day deep sea fishing charter. 

Tammy Roznovsky

Financial Planner

For Tammy Roznovsky, the best part about being a Financial Planner is the chance to help others. Tammy supports client needs, builds financial plans, and helps at local workshops on taxes in retirement. She creates a comfortable environment for people to decide the best steps for themselves, their families, and their retirements.  

With ten years of experience as a licensed banker, Tammy understands how finances affect people’s lives, relationships, and choices. She holds her Series 65 and is always eager to learn new ways to help clients succeed.  

When she’s not working, Tammy enjoys riding her Harley Davidson, spending time outside, hiking, and being with her kids.  

"I chose to be a Financial Planner for a simple reason—I love interacting with clients and I love to help people.”  

What are you most proud of?  

 My children. My son was asked to move up a grade by two different schools; I didn’t let him, but he makes As across his entire report card. My daughter is beautiful, has the kindest heart, and really loves animals. 

 What’s the best trip you’ve ever taken? 

 A cruise with my mother. It was her lifelong dream to take one, and I fulfilled that for her. 

 What’s one thing you’ve always wanted to do?  

 I have always wanted to go to Paris, France to see the Eiffel Tower. 

Christian Bichler, CRPC®

Wealth Advisor

Christian Bichler uses his 15+ years of experience to teach people the importance of preparing for retirement. While he’s always enjoyed business, finance, and investing, he didn't experience the power of financial planning until he became an advisor and helped clients gain the confidence to set financial priorities and achieve their goals.

Christian holds a Bachelor of Science in mathematics/actuarial science and business management with a minor in economics from Minnesota State University Moorhead. He went on to earn his MBA and the Chartered Retirement Planning Counselor designation.

In his free time, Christian enjoys traveling, staying active outdoors, raising his two young children, and volunteering with their school and sporting activities. He grew up in Eureka, MT, near Glacier National Park and loves spending time in the Rocky Mountains.

“Having lived through several of life’s most important financial events—having and raising children, separation and divorce, death of a family member, moving and relocation, changing careers—I love to leverage those experiences to guide clients through life’s peaks and valleys.”

What are you most proud of?

I have two really amazing kids who are eager to engage in life and new experiences. I am also honored to have such an incredible partner by my side, and I am proud of how well we complement/balance one another.

What’s the best trip you’ve ever taken?

First, Playa del Carmen, MX, in March 2022. It was a family trip originally scheduled for March of 2020. It’s the place where I proposed to my significant other, and my children got to be a part of that, which made it really special.

Second, when I turned 30, I went on a solo backpacking trip in the Gallatin Mountain Range outside of Bozeman, which ended up being one of the most impactful experiences of my life.

What’s one thing you’ve always wanted to do?

Travel to Norway and find/visit distant relatives.

Daniel Steichen, JD, CPA (Inactive), MS Taxation

Wealth Manager

After over 30 years in the industry, Dan Steichen knows how to navigate sophisticated financial management and customized plan building. He enjoys partnering with his clients to help them find what works best for them and their goals.

Dan has broad experience leading and shaping a practice. He co-founded Pakola, Steichen & Company, LLP in 1995 and became the principal and founder of Personal Wealth Partners, LLC in 2014 (which merged with Credent in 2022).

Dan holds a Bachelor of Arts in English from St. John’s University and earned a Master of Taxation and a Juris Doctorate. He is also a licensed attorney and Certified Public Accountant (CPA-Inactive) in Minnesota. He loves going on family trips, spending summer weekends at his cabin in central Minnesota, and discovering new music. He and his wife, Sandy, have five kids.

“I am dedicated to continuous learning, the sharing of diverse ideas, and always finding better ways to get things done.”

Aaron Hurley

Wealth Manager

After 12 years in the industry, Aaron Hurley is skilled at providing customized advice to help families achieve their goals. As a Wealth Manager, he consults on holistic financial planning, including retirement accounts, personal insurance, estate planning, cash flow planning, and more. Aaron is a Certified Trust and Fiduciary Advisor and a Certified Financial Planner. 

In addition, Aaron earned an MBA from Syracuse University, a Juris Doctorate from Gonzaga, a Master of Law from the University of Washington, and a Bachelor of Arts from Augustana University. Before Credent, he worked as a Director of Wealth Advisory, helping high-net-worth clients with estate planning, investment management, and financial planning.  

In his spare time, Aaron likes to ride his bike or jog in the various parks and trails surrounding the Twin Cities and host summertime barbeques with his loved ones.  

“My favorite part of being a Wealth Manager is guiding and coaching clients towards reaching their financial goals. I seek to provide accurate and thorough expert advice tailored to each individual’s needs!”  

More about Aaron... 

What are you most proud of?  

I am proud of my family. 

What’s the best trip you’ve ever taken?  

Maui. 

What’s one thing you’ve always wanted to do?  

I have many historical landmarks on my bucket list yet and hope to visit them all! 

Marie Marden

Client Care Coordinator

Marie Marden is a cornerstone presence in the Bloomington office, supporting clients so they can focus on what’s most important to them. She manages day-to-day operations and interfaces with clients to help them solve problems and understand their next steps.

Before working with Credent, Marie served Personal Wealth Partners for a decade. Prior to that, she was a payroll specialist for a fast-food company and an administrator for a construction financing firm. She holds a bachelor’s degree in business education from Minnesota State University Moorhead.

Marie treasures her family. This includes her husband, Tim, four kids and their spouses, and nine grandkids to date. She enjoys spending time with her grandchildren, playing games with the family, and going on outings with her husband. She’s also active at her local church.

“At the end of the day, I want clients to feel that they received the attention they needed and are satisfied with the results.”

What are you most proud of?

My children. All four are married and in careers that suit them well. As a family, we are all very close.

What’s the best trip you’ve ever taken?

Spain — my only trip outside of the US (excluding a weekend trip to Winnipeg during college). The entire family went (including the one spouse at the time), so we experienced it together!

What’s one thing you’ve always wanted to do?

I would like to explore more destinations with waterfalls, such as Niagara Falls.

Susan Isaacson, JD, LLM, CFP®, CPA (Inactive), PFS

Wealth Manager

Sue Isaacson is committed to the work of changing lives through financial freedom. With over 35 years of experience serving clients, she has become an expert in retirement, estate planning, tax strategies, and employee benefits. Each day, she helps individuals, families, and businesses understand the strategies available to help them succeed.

Sue earned a Bachelor of Business Administration in accounting, a Master of Law in taxation, and a Juris Doctorate. She is also a Certified Financial Planner™, Personal Financial Specialist™, and licensed attorney and Certified Public Accountant (CPA-Inactive) in Minnesota. Her previous employer, Personal Wealth Partners, merged with Credent in 2022. 

Outside her time with clients, Sue stays active through skiing, biking, and hiking with her husband, Bernie. An adventurer at heart, she loves to travel! 

“I adhere to high standards of care in the development of sophisticated, tax-efficient investment strategies.”

Dennis W. Black

Wealth Manager

Dennis Black loves to solve problems and create solutions to improve clients’ financial lives. With 20 years of experience, he is skilled at analyzing complex situations and developing specific strategies to address them. His clients have peace of mind knowing Dennis can handle whatever challenges they bring his way.

Before joining Credent, Dennis worked at a variety of notable companies as a financial consultant, V.P. private client manager, and client advisor. He led teams that delivered financial advice and planning to high- and ultra-high-net-worth clients.

Dennis earned a bachelor’s degree in finance from Berry College in Rome, GA. He loves watching any and all things sports and vacationing with his wife and four sons.

“As a Wealth Manager and Financial Planner, I can make a positive impact on people’s lives by helping them achieve their financial goals.”

What are you most proud of?

Being a father.

What’s the best trip you’ve ever taken?

I backpacked through Europe for 6 weeks.

What’s one thing you’ve always wanted to do?

Eat sushi in Tokyo, Japan

Tracy Ann Miller, CFP®

Wealth Manager

Tracy Ann Miller doesn’t settle for an “okay” client experience. As a Wealth Manager, she combines her love for people and finance with her passion for service. She helps clients realize what’s possible, respecting each person’s values and believing deeply in the importance of investing with someone you trust.

Clients benefit from Tracy Ann’s 30+ years of professional experience, including expertise as a Certified Financial Planner™, Chartered Financial Consultant ®, and Chartered Life Underwriter®. She founded and operated Miller Private Wealth, which merged with Credent in 2023.

A dedicated Sooner, Tracy Ann graduated from the University of Oklahoma. She is also an entrepreneur and has worked in various industries inside and outside of finance, including banking, financial management, engineering consulting, consumer products, and sales training service. In her free time, Tracy Ann loves to be outdoors, hiking or exploring nature.

"I want my clients to sleep well at night and know they are securing a better future for themselves.”

What are you most proud of?

I am proud of my two brothers and all they have accomplished through the years.

What’s the best trip you’ve ever taken?

My favorite trip is the ten days we spent visiting every national park possible in and around the Grand Canyon with my parents and family.

What’s one thing you’ve always wanted to do?

My goal is to explore every U.S. national park within the next five years.

Brandon Reese, CRPC®, CEPA

Wealth Advisor

Brandon Reese empowers families to navigate the most difficult decisions so they can have peace of mind during their journey to financial freedom. A Wealth Manager and local seminar host, he teaches hardworking Americans to strategize their taxes and achieve meaningful success.   

After 21 years in the financial industry, Brandon’s knowledge spans risk management, retirement planning, financial education, and business exit planning, enhanced by his experience as a business owner. He holds the Chartered Retirement Planning Counselor designation from the College for Financial Planning® as well as the Certified Exit Planning Advisor® credential from the Exit Planning Institute.  

Brandon graduated from the University of North Texas and Southern Methodist University. He is active in his local church and was previously involved in the Boys and Girls Club of America. When not meeting with clients, Brandon enjoys traveling, kayaking, golfing, hiking, and spending time with his family.  

 “My passion in life is to impact everyone I interact with in a meaningful way by educating and empowering them with financial knowledge.” 

What are you most proud of?  

 My children. Their love for each other and kindness to those around them amazes me to no end. I am truly blessed to be their father. 

 What’s the best trip you’ve ever taken? 

 We took a week’s trip to Colorado where we hiked, drove to Pikes Peak, surfed on the Great Sand Dunes, went to a Christmas theme park, and survived the cold Arkansas River near the Royal Gorge in a whitewater rapids tour! It was as EPIC as it sounds! 

 What’s one thing you’ve always wanted to do?  

 I am a diver and love to explore caves, so I have a bucket list item to dive into a cenote in full scuba gear and do an underwater cave tour. 

Adam Spence, CFP®

Wealth Manager

Adam Spence is evidence that a great advisor is not only a financial expert but also a selfless partner who puts clients first. As a Wealth Manager, he helps individuals and families focus on what matters most to them, realizing a greater purpose for their wealth and improving their lives through the financial decisions they make. Each day, he helps clients set goals, clarify direction, and track progress.  

Adam has 21 years of experience and is a Certified Financial Planner™. He previously worked with CPF Texas, which became Credent in 2018. Adam attended Baylor University and earned a Bachelor of Business Administration with concentrations in finance and real estate.  

Outside work, Adam is active in his local church and passionate about Christian education for children. When he can, he enjoys coaching his children’s sporting activities, snow skiing, participating in Bible studies, and taking the occasional family trip to Colorado.  

“The best part about my job as an advisor is understanding a client’s dreams, hopes, and goals for the future and then developing a written plan that gets them there.” 

What are you most proud of?  

 My family, my faith, my friends, and the clients I serve. 

 What’s the best trip you’ve ever taken? 

 Europe. 

 What’s one thing you’ve always wanted to do?  

 Travel to Hawaii with my family. 

Chris Lipper, CFP®, CIMA®

Wealth Manager

With 28 years in the business, Chris Lipper is proficient at creating financial plans for even the most complex households. He helps clients decide how to be good stewards of the things they care about most, instilling confidence as they pursue significance. A Certified Financial Planner™ and Certified Investment Management Analyst ®, he helps successful clients allocate their resources with purpose. 

Before merging to form Credent, Chris spent over two decades building an RIA firm with his father-in-law. He holds a Bachelor of Arts in political science and a Master of Business Administration. He also sits on the board of Insight for Living Ministries, The Dallas Seminary Foundation, The Franklin Imagine Group, and the Tod Bush Leadership Center. 

 Outside work, Chris enjoys watching Baylor sports (his alma mater!), working out, reading financial and economic history, and spending time with his wife and their two adult children. 

“I love working with clients who realize that money is really a heart issue more than a head issue. It involves powerful emotions like discontentment and gratitude, coveting and contentment, anxiety and peace.” 

What are you most proud of?  

 My family. I can’t believe I am blessed to have such a great wife and children. 

 What’s the best trip you’ve ever taken? 

 Being an adult guest at a Young Life camp. 

 What’s one thing you’ve always wanted to do?  

 Tour Israel 

Karyn Beth Ash

Client Care Coordinator

To Karyn Beth Ash, people matter most. Whether helping them connect with an advisory team, clarify their next steps, or walk through a challenge, she adds value to every interaction and supports clients as they pursue their ambitions.  

Karyn Beth earned her Bachelor of Science in sociology from East Texas Baptist University. Before coming to Credent, she worked for non-profit organizations with initiatives for community development, food banks, disaster relief, community mobilization, and resale stores.  

During her time off, Karyn Beth enjoys spending time with her family—taking long walks at the lake, cooking together, and playing with their favorite min-pin, Mr. Jeffery. She also enjoys flower arranging and loves using her skills to help friends and family with their weddings and special events.  

“The thing I am most passionate about is people. I love getting to meet with our clients and learn about them and their families. I love hearing their stories.” 

What are you most proud of?  

 I am most proud of my little family. 

 What’s the best trip you’ve ever taken? 

 One of my favorite trips was a road trip to Tennessee with my family. The scenery was just beautiful, and I loved hiking and being amongst all the trees. 

 What’s one thing you’ve always wanted to do?  

 I have always wanted to go on an Alaskan cruise. 

Lucy Detwiler, CFP®

Financial Planner

Lucy Detwiler understands that change, good or bad, affects people financially. After a series of life events, she saw the necessity of financial planning, so she returned to the industry and earned her Certified Financial Planner™ designation. Now, she helps clients prepare for both the expected and the unexpected, building intentional, flexible plans.  

Before Credent, Lucy was an Operations Associate with CPF Texas (which became Credent Wealth in 2018) and worked in her family’s business. Her experience has given her insight into family succession planning and the importance of getting serious about financial health.  

Lucy holds a Bachelor of Business Administration in marketing and a Master of Arts in Christian education and Biblical studies. Outside work, she enjoys good conversations with friends, spending time with her husband and daughter, serving at her church, and playing board games.  

 “I worked in the financial services industry before but never understood the importance of planning until later. My family went through business succession planning, my mom passed away, I got married, and I realized the time value of money! All these events made me realize the importance of comprehensive financial planning that touches multiple aspects of life.” 

What are you most proud of?  

 I’m married to the most wonderful, servant-hearted, godly man, TJ.  

 What’s the best trip you’ve ever taken? 

 I’ve been to Albania with my church seven times to do ministry.  

 What’s one thing you’ve always wanted to do?  

 A few places I’d still love to visit: Hawaii, Iceland, and France. 

Dennis Kehoe, CRPC®

Wealth Manager

Dennis Kehoe offers nearly 20 years of experience as he delivers customized planning, analysis, and strategy to help clients achieve their goals and impact their spheres of influence. He is skilled at identifying opportunities, offering solutions, and mitigating risk, giving clients peace of mind and a financial plan that works for them.

Dennis co-founded Oak Point Financial Group in 2010, which merged with Hefty Wealth Partners in 2018 to form Credent Wealth Management. With his experience and engineering background, he is uniquely qualified to support clients as they prepare for and navigate retirement.

In his free time, Dennis enjoys CrossFit, golf, cooking, BBQing, and taking weekend getaways with his wife, Holly, and their dog, Wilson. He is an alumnus of Lake Michigan College, a father of two, and an active member of his church and community. 

“The work our team does is very rewarding because financial freedom changes lives. What we do has a significant impact on our clients’ families, communities, churches, and the causes they are passionate about.”

What are you most proud of?

Anyone who knows me would tell you I am pretty modest and humble.

What’s the best trip you’ve ever taken?

Eleuthera Island in the Bahamas as the COVID-19 pandemic began to rattle the global stock markets. Or one of the two trips spent exploring St John, USVI, with Holly.

What’s one thing you’ve always wanted to do?

Build a home in rural northern Michigan.

Theresa Kruizenga

Financial Planner

Theresa Kruizenga is diligent about helping clients reach financial freedom and retire with confidence. She is skilled at anticipating needs, solving problems, and putting clients at ease. The loss of her children’s father 20 years ago has given her a specific passion to support clients when they lose a spouse, empathizing with them as they navigate the loss.

Theresa holds an accounting degree and has eight years of financial industry experience, including time as a Teller Supervisor at PNC Bank. With her experience, she’s built a daily system to serve clients above and beyond their expectations, even waiting to call until after 10 a.m. in case they are retired and still sleeping.

With her husband, Mark, Theresa has a blended family of 9 children and 15 grandchildren. Her hobbies include fishing and boating in the summer and deer hunting with her husband and sons in the fall and winter.

“Seeing the relief and joy in clients’ faces makes me proud to work for Credent. We don’t just manage their money — we guide them along the way.”

What are you most proud of?

My family

What’s the best trip you’ve ever taken?

Bear hunt in Quebec with my husband

What’s one thing you’ve always wanted to do?

Go on a moose hunt

Mike Pepin, CWS®

Wealth Manager

After his father passed away unexpectedly, Mike Pepin saw the impact of financial advice, watching as his mom’s advisor cared for her through the loss. Wanting to help people in the same way, Mike pivoted from a 15-year career in law enforcement and started his advisory firm, TruNorth Financial, which merged with Credent in 2023.

On a typical day, Mike helps clients feel financially secure - by monitoring their investment portfolios, building and reviewing their financial plans, and helping them maximize their savings and Social Security benefits. He is a Certified Wealth Strategist® and earned a law enforcement degree from Inver Hills Community College and a business degree from Moorhead State University.

In his free time, Mike loves traveling with his daughter, mountain biking with his son, and running endurance races with his girlfriend. He’s served as a youth sports coach, board member and president of several community foundations, and an active member of local charities and city boards.

“I am passionate about helping others get the most out of the savings they worked so hard for.”

What are you most proud of?

I’m most proud of my kids. Watching them develop into unique, smart, funny, and happy people is the greatest joy of my life!

Brian Davis, CFP®

Wealth Manager

 A Wealth Manager with over 25 years of experience, Brian Davis is well-equipped to support clients’ changing needs, navigating everything from college savings to retirement planning to above-and-beyond charitable giving. Through all of this, he knows that what clients truly seek is significance, and he is passionate about helping them get there.  

Brian graduated from Baylor University with a bachelor’s in business administration. He went on to work with two other firms before starting his own firm, 9012 Perspective Financial Group, which merged with Credent in 2019. He is a Certified Financial Planner™ and a member of Kingdom Advisors.  

A husband, father, and active community member, Brian has taught financial stewardship and literacy classes, helped widows recover from loss, worked with the poor to create a budget and cover basic financial needs, and served on his church’s stewardship team for over ten years. In his free time, Brian likes to run, cycle, scuba dive, snow ski, tent camp in Big Bend National Park, work outside on his acreage, and enjoy God’s creation.  

“I love helping people see how they can accomplish the goals that move them from success to significance as they pursue their passions and dreams with their time, talent, treasure, and tribe.” 

What are you most proud of?  

 I am most proud of truly caring for my clients and striving to be above reproach in all my dealings with them as I guide them through life’s most important financial events with service and expertise above and beyond their expectations. 

What’s the best trip you’ve ever taken? 

Any trip with my wife to a beach destination where I can relax, hang out with her, and hear the sound of the waves lapping onto the beach. A close second is any driving trip we have taken as a family to explore the country, hike, and spend time together laughing and making memories. 

What’s one thing you’ve always wanted to do?  

I have always wanted to spend a month or so in a snowy, mountainous environment during the cold winter months to see what true winter living is like. 

Steve Swicegood, CFP®

Wealth Manager

Steve Swicegood approaches his role as a Wealth Manager with a genuine spirit of service. A Certified Financial Planner™ with 48 years in the industry, Steve helps clients be as tax efficient as possible, live the retirements they want, and create a meaningful legacy.

Steve is an expert at coaching clients through their plan, helping them understand financial concepts and stick with their goals. He founded Conscious Money Solutions in 2009, which merged with Credent in 2022, and was the President of the Alliance of Comprehensive Planners, an organization dedicated to building up the community of fiduciary advisors.

When not helping clients, Steve likes to spend time with his grandchildren, scuba dive, snow ski, and travel (especially somewhere warm and sunny!). He served in the U.S. Air Force, taught financial literacy for Habitat for Humanity, volunteered as a counselor and mentor to juvenile offenders, is active in his local church, and assists with ESL classes.

“To me, the investing part of financial planning, though necessary, should be second to establishing and tracking the important goals that make life full and rewarding.”

More about Steve...

What are you most proud of?

Our children and grandchildren. We have been blessed with thoughtful, kind, and productive children who are passing those skills on to their own children.

What’s the best trip you’ve ever taken?

We have been fortunate enough to have traveled to many parts of the world. However, the one trip we would do over again is Hong Kong, Macau, and the adjacent area of China. The mix of Chinese, British, and Portuguese cultures in this area was very interesting.

What’s one thing you’ve always wanted to do?

I have a pretty robust bucket list, but my top two items are a trip to Antarctica and a leisurely drive down US 83. US 83 is the longest highway in Texas, extending from the Oklahoma border through the length of Texas and all the way to Mexico.

Angie Lockwood

Chief Transformation Officer

As the Chief Transformation Officer, Angie Lockwood helps advisors and their clients adapt to Credent’s mission-driven culture. She has three decades of expertise and a commitment to every client’s best interest as they transition to the Credent Experience.   

Before Credent, Angie earned her bachelor’s degree in accounting from Butler University and obtained her CPA designation. She spent more than 25 years building a career within various financial and client service roles, including vice president of operations and chief financial officer.

Outside work, Angie lends her time, energy, and experience to several organizations, including her local church and the YMCA of DeKalb County, where she sits on the board of directors and the executive team. In her spare time, Angie enjoys traveling and spending time with her family.

Brian Wessley

Chief Talent Officer

As the Chief Talent Officer, Brian Wessley leads Credent’s human resources and talent development efforts to ensure team members have what they need to meet and exceed client expectations. With over 30 years of broad-based HR experience, he excels at supporting employee success and growth.

Brian’s knowledge includes strategic planning, performance management, benefits, training and development, and recruiting and selection. He and his team regularly gather feedback and implement changes to refine team culture.

Brian graduated from the University of Wisconsin-Oshkosh with a bachelor’s degree in human resources and marketing. He also earned his master's in human resources management from Keller Graduate School of Management.

Christina North

Chief Financial Officer

Christina North helps Credent maximize impact. As the Chief Financial Officer, she oversees the corporate finance, accounting, and IT functions, maintaining systemized processes and high standards in service to clients. 

Before joining Credent, Christina spent over 15 years in strategy, business intelligence, accounting, operations, and financial planning and analysis roles, most recently as director of financial planning and analysis for a $400M public company and vice president of finance at a high-growth start-up.

Christina earned her bachelor’s degree in accounting and MBA from Indiana Wesleyan University and obtained a graduate certificate in business analytics from Indiana University. She enjoys spending time with her family, attending her daughter’s school and sporting activities, and being at the lake.

David Hefty, CFP®

Chief Executive Officer

There are few people more passionate about changing financial lives than David Hefty. As Chief Executive Officer, his vision and leadership have built Credent into a firm dedicated to doing what’s best for hardworking Americans, all with the highest standards of transparency.

Believing all Americans should have access to high-quality, independent advice, David is committed to fee-only financial partnerships. He co-founded Hefty Wealth Partners in 2000 and joined Oak Point Financial Group in 2018 to form Credent Wealth Management.

David earned his Certified Financial Planner™ designation and holds a bachelor’s degree in agricultural economics from Purdue University. He enjoys spending time with his wife and kids, serving on several not-for-profit boards and committees in the community, and staying active in the local 4-H program.

Edison Byzyka, CFA

Chief Investment Officer

Edison Byzyka leads Credent’s in-house investment team, offering clients strategic, transparent, tax-efficient options to help them build wealth. As the Chief Investment Officer, he maintains Credent's Unified Managed Account (UMA) platform through varying market cycles, upholding the highest standards with third-party-audited performance results.

Edison has been a guest on local and national radio and television shows and provides monthly market commentary for clients, helping them make smart investment decisions. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Indianapolis.

Edison has 15 years of experience and earned his bachelor’s degree in finance with a minor in economics from Indiana University. When he’s not working, he enjoys cycling, traveling, trying new cuisines, and spending quality time at the lake with his wife and kids.

Joe Haupert

Chief Business Officer

Joe Haupert prioritizes excellence, helping more families find an unmatched advisory experience. As Chief Business Officer, he focuses on making and maintaining a great impression on clients, using a proven process to help them reach their goals.

Before Credent, Joe worked in the manufacturing industry for over 25 years. As the senior director of sales & marketing, he led a $500 million global organization in creating strategies, developing sales teams, and integrating business units into the organization’s sales processes.

Joe earned his bachelor’s degree in business management from Indiana University and his MBA from the University of Saint Francis. He and his wife, Margaret, have three active boys. Joe enjoys watching his kids' extracurricular activities and has coached various sports in the community for over 15 years. He is also an active member of his local church.

Kyle Osting

Chief Compliance Officer

Kyle Osting exercises care and diligence to support the safety and success of clients and advisors. As General Counsel and Chief Compliance Officer, he identifies and mitigates risks, aligns Credent with SEC standards, and protects the interests of clients and team members.

With a Bachelor of Science in business administration (finance) from The Ohio State University and a Juris Doctorate from Ohio State’s Moritz College of Law, Kyle is uniquely suited to uphold best practices. He has nearly a decade of experience in the financial services industry and has practiced law for 16 years, including eight years in private practice and eight years as legal counsel for a Fortune 500 firm.

Beyond Credent, Kyle enjoys summer weekends at the lake, reading history, the occasional round of golf, and playing part-time taxi driver for his two kids. He previously served on the board of the Fort Wayne Metro YMCA and his kids’ school board, including time as president.

Stacy Hefty

President

Stacy Hefty is committed to above and beyond client service. As President, she establishes company goals and implements strategies to support the delivery of conflict-free, independent advice that helps individuals and families achieve their goals and dreams. 

Stacy co-founded Hefty Wealth Partners, which became Credent Wealth in 2018. She advocates for transparent, first-class service, and her vision is to share Credent’s unique way of delivering financial service with each client.

Stacy earned her bachelor’s degree in agricultural economics from Purdue University. She is a current board member of Women’s Care Center and, in the past, served as a board member of DeKalb Health Hospital and the president of Auburn Kiwanis, DeKalb County Extension Board, and Women’s Care Center of Northeast Indiana. In her free time, she enjoys reading, cooking for her family, and spending time with her husband, David, and their four kids.

Stephen Harvey

Financial Planner

As a Financial Planner, Stephen Harvey cares for clients like he would a loved one, working to improve their financial lives. He advocates for clients and their goals, executing their financial plans so they can do what matters most to them.  

Stephen's professional background is diverse, including time at a self-directed IRA custodian and experience as an EMT. He is well versed in service and efficient at meeting client needs. His day includes troubleshooting questions and problems and creating a seamless experience so clients are ready for their next step.  

Stephen holds a bachelor’s degree in political science from California Baptist University. Beyond work, he enjoys hiking, spending time with his dogs, leading Bible study/homegroup, and being a husband and father.  

“I'm passionate about my work at Credent because I don’t see just another client across the table—I see my mom or dad. I will put the same amount of care into my client’s account that I would for my parents.” 

What are you most proud of?  

 My daughter. Years in EMS and client service.  

 What’s the best trip you’ve ever taken? 

 New Orleans.  

 What’s one thing you’ve always wanted to do?  

 Go on an overseas mission trip/medical mission. 

Brian Remson, CFP®

Advanced Planning Advisor

Brian Remson is dedicated to excellence in planning and believes the right plan provides confidence and hope. He’s committed to helping Credent advisors build financial plans that guide clients to make well-informed decisions, navigate challenges, and achieve their bucket list goals and dreams.

Brian holds a Bachelor of Business Administration in economics and international business from Baylor University and is a Certified Financial Planner. His specialties include business and succession planning, philanthropic planning, tax-efficient intergenerational wealth transfer, and risk management services.

Brian is a husband and father of four, a trustee for the Greater Waco United Fund Foundation, the treasurer for the Heart of Texas Estate Planning Council, and a 2020 Waco under 40 honoree. He also enjoys cycling, participating in triathlons (including multiple half Ironman races), and coaching baseball and swimming.

“There is no better feeling than seeing a wave of peace wash over a client as they realize that even in severe downturns, they’re able to continue doing the things they want to do – traveling more, giving more, or leaving behind a significant legacy. It's not just about the numbers or the commas in our clients' net worth. It’s about their journey from success to significance, and I’m honored to be a part of that.”

What are you most proud of?

I'm most proud of the harmony we've achieved in our family of six, balancing quality family time, work commitments, and fun, all while keeping our faith at the core of our lives. It's not always easy, and there are moments when it feels like we're simply surviving, but we've also witnessed significant growth in our relationships, even amidst the chaos.

What’s one thing you’ve always wanted to do?

I would like to get my private pilot’s license and learn how to make croissants. I’m not sure which one I will start with as one hits the pocketbook and the other, the waistline.

Rob Eicher

Wealth Advisor

As a Wealth Advisor, Rob Eicher guides others to overcome present challenges and maximize future success. He helps clients dream bigger and find the right team and resources to thrive financially. Each month, you can find Rob teaching at local seminars, meeting with families to discuss their personalized plans, and collaborating with individuals on their next steps. 

Rob earned his bachelor’s degree at Oral Roberts University and served in leadership roles throughout his career, becoming an expert at helping others maximize their assets and achieve their goals.  

Outside work, Rob is a board member of Run Hard Rest Well and volunteers with the Rangers Soccer Academy in Auburn. He enjoys conversations with his wife, watching his kids play sports, bowhunting, fishing, and cheering for the Miami Dolphins.

“I love serving clients at Credent because I get to help individuals and families reach their financial goals and enjoy the life they dream of.” 

What are you most proud of? 

I’m most proud of my beautiful wife of 27 years and the relationship we have worked to develop. I’m more in love with her now than I was 28 years ago, when I was absolutely smitten. When both partners are willing to do the work, it just keeps getting better and better.

What’s the best trip you’ve ever taken?  

The best trip I’ve ever taken was to Zion National Park, Bryce Canyon, and the Grand Canyon. We spent the entire week hiking as a family, and it was the first time I had ever completely unplugged from work for a full week.    

What’s one thing you’ve always wanted to do? 

I’d love to skydive out of an airplane. I missed an opportunity to do it in college because I was too frugal to spend $110, and I’ve regretted that decision ever since.    

Pearce Priebe

Financial Planner

Pearce Priebe partners with ambitious Americans, helping them build, manage, and update their financial plans. After creating a plan that works for them, he helps clients take steps toward financial freedom, addressing their needs and introducing new opportunities for success.  

Pearce earned a Bachelor of Business Administration from The University of Alabama and worked as an Account Executive at another firm before coming to Credent. He interfaces with the client service and investment trading teams to care for client accounts and attends community events to educate and encourage others to pursue their financial goals.  

When he’s not working, Pearce likes to hunt, fish, golf, participate in crawfish boils, and cheer on his alma mater every fall. He attends St. Andrews Methodist church and volunteers with the Seven Loaves Food Pantry and Project Hope.  

“It is my greatest pleasure to witness the culmination of decades and decades of hard work and diligent saving as people realize they can retire comfortably with an unbreakable financial plan.”  

What are you most proud of?  

My family and friends 

What’s the best trip you’ve ever taken?   

 Boat trip down the Peruvian Amazon 

What’s one thing you’ve always wanted to do?  

Ride bulls at the National Finals Rodeo   

Brian James

Financial Advisor

Brian James understands that clients have families to care for and goals they hope to achieve. After over a decade in the industry, he is an expert at guiding individuals closer to the realities they want and the financial freedom that will change their lives. He helps people design their financial plans, understand their goals, evaluate progress, and modify as needed.

Brian graduated from Spring Arbor University with a degree focus in business management and family life education. After pivoting to financial advice as his encore career, he understands firsthand how to simplify change and make it less overwhelming for clients.

In his spare time, Brian loves spending time with friends and family, cooking, singing in his church choir, and working in the garden. As a US Marine in Operation Desert Shield/Desert Storm, he earned the National Defense Service Medal, Sea Service Deployment Ribbon, and the Southwest Asia Service Medal with Bronze Star.

“I enjoy hearing clients’ family stories and take pride in helping them make new memories.”

More about Brian...

What’s the best trip you’ve ever taken?

My most memorable trip was the drive to Niagra Falls, Canada, with my family as a child. What an amazing natural wonder!

What’s one thing you’ve always wanted to do?

I have always wanted to learn to ride a motorcycle and ride across the country.

Brian Neal, AAMS®

Financial Advisor

After 15 years, Brian Neal is an expert at delivering financial advice that is easy to understand and instills confidence in clients. A typical day for him includes reassessing financial plans, keeping clients informed, and mentoring fellow advisors. Brian loves to see families reach milestones, and he’s eager to help them make the right choices to get there.

Brian attended Ball State University for manufacturing engineering and IU/PU Fort Wayne for organizational leadership and supervision. Before finance, he worked in production analysis and process improvement for a manufacturing company. Now an Accredited Asset Management Specialist, he is an expert at balancing a variety of financial topics.

When he’s not carpooling his three kids around town to band, soccer, and volleyball, Brian and his wife, Amy, like to eat out, travel, and hike.

“I appreciate working with other experts in their respective fields, as it takes the burden and pressure off me to provide what is best for me and my family. I strive to provide this same service to those seeking guidance on how to retire successfully and make smart decisions with their money.”

What are you most proud of?

My family. I am grateful for the people in my life. My wife has always been my biggest, most supportive fan and challenges me to grow. My children continue to teach me daily lessons and bring perspective to what is most important. I am also blessed to have my parents live close by and be a part of my family’s life.

What’s the best trip you’ve ever taken?

The best trip I have ever taken was to Jekyll Island, Georgia. We rented a house on the beach and were fortunate enough to see a sea turtle on the beach at night. We toured the historical district that housed the vacation homes of the Rockefellers and Vanderbilts. Jekyll Island was also the home of the first financial meeting of our country’s leaders, which later became the Federal Reserve Board.

What’s one thing you’ve always wanted to do?

I have always wanted to vacation in Scotland and Ireland. My family lineage resides in that area of the world.

Laura Morton

Financial Advisor

Laura Morton collaborates with clients to help them grow their assets, navigate change, and plan for a successful retirement. Clients trust Laura to keep them focused on their future and create a personalized financial plan that matches them. The partnerships she builds with clients create security and accountability that propels people closer to their goals.

Laura’s time in estate planning, insurance, and the administrative side of planning helps her navigate any concerns, complexities, or questions. She is Series 65 certified and has been in finance for over half a decade.

Outside work, Laura serves with the Heritage Club, a local chapter of the Council of Aging. A wife and mom, she also enjoys kayaking, reading, and spending time with her family.

“I enjoy the many discussions I have with clients and getting to know more about them and their personal lives. Creating that relationship makes my work unique and important.

What are you most proud of?

My children. They will always be my biggest accomplishment.

What’s the best trip you’ve ever taken?

Crestone, Colorado

What’s one thing you’ve always wanted to do?

When I was little, I was fascinated with Egyptian history. I would love to go to Egypt, explore the Egyptian ruins, and see the history firsthand.

Erin Palmer

Financial Planner

As a Financial Planner, Erin Palmer uses her expertise to help clients live well, even on the hardest days. With 11 years of experience in finance, Erin is well equipped to build flexible financial plans that support clients in times of change. She is specifically passionate about helping widows and widowers navigate their new lives, knowing how challenging it is to make financial decisions after losing a spouse.  

Before Credent, Erin served as a financial advisor and licensed branch office administrator for another firm and was a compliance data analyst at First Bank Southwest in Amarillo. She holds a degree in business administration from Amarillo College and a Bachelor of Arts in psychology from Texas Tech University, where she graduated Magna Cum Laude. 

Outside work, Erin loves listening to music (either at home or at small concerts around Amarillo), eating breakfast or dinner with friends, and crocheting baby blankets.  

“I want to bring peace to my clients’ financial worlds so they can focus on getting up in the morning and continuing to live.” 

What are you most proud of?  

Having owned a business with my mom and continuing to get back up every time life has tried to put me down.  

What’s the best trip you’ve ever taken? 

Cruising to the Virgin Islands or my honeymoon trip to Pagosa Springs, Colorado. 

What’s one thing you’ve always wanted to do?  

Go to Bora Bora and to Ireland/Scotland. 

 

Alisha Norris, CFA

Senior Portfolio Manager

Alisha Norris manages all aspects of our UMA investment platform, making it possible for clients to accumulate wealth, mitigate risk, and minimize the tax impact of their investments. With over a decade of experience, she presents and publishes research to help advisors and clients understand the market and the impact of macroeconomic events.

Alisha earned a Bachelor of Science in finance and insurance and an MBA in finance from Ball State University. She is also a Chartered Financial Analyst, a rigorous and highly-regarded achievement in the investment community.

In her free time, Alisha enjoys traveling with her husband and two daughters, reading, running, and kayaking. She serves as an Investment Committee Member of the Junior Achievement Foundation, a Board Member of the Kendallville Day Care Center, and a member of the Noble County Young Professional Network.

“Investment management is a critical component of a solid financial plan by serving as a means to help clients grow their wealth, achieve their financial goals, manage risk, and establish lasting financial security.”

What are you most proud of?

Earning my CFA charter and being selected as a 2023 Fort Wayne Forty Under 40 recipient.

What’s the best trip you’ve ever taken?

St. Lucia for my honeymoon and study abroad in Italy during college

What’s one thing you’ve always wanted to do?

Travel to Australia with my family

Brady McBride

Investment and Research Analyst

Brady McBride’s work with structured assets, 401(k) management, and client portals creates a seamless, diverse investment experience for clients. A member of Credent’s Investment Policy Committee, he also provides researched investment recommendations intended to help clients succeed.

An investment authority, Brady provides weekly education to equip team members to support clients, answer questions, and understand Credent’s investment decisions. He also helps the firm maintain high investment standards through reporting to a third-party auditor.

Brady holds his Series 65 and passed Level 1 of the CFA exam. He is an alumnus of Ball State University, with a bachelor’s degree in finance and minor in financial planning. In his free time, Brady likes to workout, golf, and read.

“I am passionate about the work I do because there is great joy in knowing I am contributing to guiding clients towards financial freedom.”

What are you most proud of?

I am most proud of passing Level 1 of the CFA exam and continuing down the path of becoming a charter holder.

What’s the best trip you’ve ever taken?

Las Vegas

What’s one thing you’ve always wanted to do?

Skydiving

David Scott

Senior Investment Analyst

A subject matter expert in investment management, David Scott supports clients throughout their lives with investment recommendations, risk management, and the maintenance and innovation of Credent's investment platform. He presents research and insights to team members and clients, helping them grasp our investment approach and the events of the economy and market.

David earned his BSB in finance and worked briefly in retail banking before coming to Credent. He has also passed Level 1 of the CFA exam and has his Certificate of Bank Management, which covers financial statement management for financial institutions.

David is interested in adopting new technologies and processes that allow Credent to build and improve our offerings. On evenings and weekends, he enjoys spending time outside with his wife, son, and daughter and taking care of the yard.

“I truly believe the work the Investment Team accomplishes enables our advisors to provide services that improve clients’ financial lives.”

What are you most proud of?

That I have the opportunity to learn about new things with my family and career

What’s the best trip you’ve ever taken?

Our first beach vacation as a young family

What’s one thing you’ve always wanted to do?

Fly a jet!

Gabriel Wyatt

Investment and Research Analyst

Gabe Wyatt helps clients use high-quality, tax-efficient financial strategies to work toward their goals. An Investment Policy Committee member and direct indexing expert, he analyzes the markets and economy and proposes ways to elevate Credent’s investment offerings.

A key resource for advisors and clients, Gabe helps create weekly write-ups, debriefing recent events and helpful information for advisors. He is also involved in performance reporting, ensuring the integrity of Credent’s investment data.

Gabe graduated from Ball State University with a double major in finance and economics. He is also Series 65 certified. In his spare time, he enjoys playing guitar and spending time with his wife.

“I am most passionate about our Direct Indexing platform as it allows us to give passive investors the ability to achieve market-like returns while simultaneously capturing losses that occur within the market.”

What are you most proud of?

I am most proud of my wife.  She’s everything to me, and I am so lucky to have met her so young.

What’s the best trip you’ve ever taken?

London.

What’s one thing you’ve always wanted to do?

I would like to travel to Europe.

Nicole Proxmire

Client Care Coordinator

Nicole Proxmire is a cornerstone member of the Auburn team, offering clients an above-and-beyond experience every time they walk through the door. Whether she’s scheduling or preparing for meetings, greeting guests and helping them feel comfortable, answering questions, or anticipating needs, Nicole always puts the client first.  

Before Credent, Nicole worked in the insurance industry, serving and supporting clients. She holds a degree in accounting from Ivy Tech and is furthering her education through Western Governors University. Willing to jump in and serve however she can, Nicole is pivotal in helping every client reach financial freedom.  

Outside of client service, Nicole enjoys painting, photography, staying active, and watching her four kids on stage or in sporting activities. She also volunteers at her church and kids’ school.  

One of our core values here at Credent is, ‘We believe our fiduciary obligation is to our client and NOT to Wall Street.’ How amazing is that? If I were looking for a company to partner with, this would be the first thing I would look for.”  

What are you most proud of?

I am the proudest of my family. My husband has always worked so hard to provide for us. He makes me proud every day. He always supports me in whatever endeavors I find myself in—I love that about him! My kids keep surprising me as they grow with all the talents God has given them. I am proud to call them mine. 

 What’s one thing you’ve always wanted to do?

The one thing I want in life is to serve the Lord well and to get to Heaven one day. I want others to remember me by my love for Jesus. 

Nicole Proxmire

Client Care Coordinator

Nicole Proxmire is a cornerstone member of the Auburn team, offering clients an above-and-beyond experience every time they walk through the door. Whether she’s scheduling or preparing for meetings, greeting guests and helping them feel comfortable, answering questions, or anticipating needs, Nicole always puts the client first.  

Before Credent, Nicole worked in the insurance industry, serving and supporting clients. She holds a degree in accounting from Ivy Tech and is furthering her education through Western Governors University. Willing to jump in and serve however she can, Nicole is pivotal in helping every client reach financial freedom.  

Outside of client service, Nicole enjoys painting, photography, staying active, and watching her four kids on stage or in sporting activities. She also volunteers at her church and kids’ school.  

One of our core values here at Credent is, ‘We believe our fiduciary obligation is to our client and NOT to Wall Street.’ How amazing is that? If I were looking for a company to partner with, this would be the first thing I would look for.”  

What are you most proud of?

I am the proudest of my family. My husband has always worked so hard to provide for us. He makes me proud every day. He always supports me in whatever endeavors I find myself in—I love that about him! My kids keep surprising me as they grow with all the talents God has given them. I am proud to call them mine. 

 What’s one thing you’ve always wanted to do?

The one thing I want in life is to serve the Lord well and to get to Heaven one day. I want others to remember me by my love for Jesus. 

Nicole Proxmire

Client Care Coordinator

Nicole Proxmire is a cornerstone member of the Auburn team, offering clients an above-and-beyond experience every time they walk through the door. Whether she’s scheduling or preparing for meetings, greeting guests and helping them feel comfortable, answering questions, or anticipating needs, Nicole always puts the client first.  

Before Credent, Nicole worked in the insurance industry, serving and supporting clients. She holds a degree in accounting from Ivy Tech and is furthering her education through Western Governors University. Willing to jump in and serve however she can, Nicole is pivotal in helping every client reach financial freedom.  

Outside of client service, Nicole enjoys painting, photography, staying active, and watching her four kids on stage or in sporting activities. She also volunteers at her church and kids’ school.  

One of our core values here at Credent is, ‘We believe our fiduciary obligation is to our client and NOT to Wall Street.’ How amazing is that? If I were looking for a company to partner with, this would be the first thing I would look for.”  

What are you most proud of?

I am the proudest of my family. My husband has always worked so hard to provide for us. He makes me proud every day. He always supports me in whatever endeavors I find myself in—I love that about him! My kids keep surprising me as they grow with all the talents God has given them. I am proud to call them mine. 

 What’s one thing you’ve always wanted to do?

The one thing I want in life is to serve the Lord well and to get to Heaven one day. I want others to remember me by my love for Jesus. 

Steve Swicegood, CFP®

Wealth Manager

Steve Swicegood approaches his role as a Wealth Manager with a genuine spirit of service. A Certified Financial Planner™ with 48 years in the industry, Steve helps clients be as tax efficient as possible, live the retirements they want, and create a meaningful legacy.

Steve is an expert at coaching clients through their plan, helping them understand financial concepts and stick with their goals. He founded Conscious Money Solutions in 2009, which merged with Credent in 2022, and was the President of the Alliance of Comprehensive Planners, an organization dedicated to building up the community of fiduciary advisors.

When not helping clients, Steve likes to spend time with his grandchildren, scuba dive, snow ski, and travel (especially somewhere warm and sunny!). He served in the U.S. Air Force, taught financial literacy for Habitat for Humanity, volunteered as a counselor and mentor to juvenile offenders, is active in his local church, and assists with ESL classes.

“To me, the investing part of financial planning, though necessary, should be second to establishing and tracking the important goals that make life full and rewarding.”

More about Steve…

What are you most proud of?

Our children and grandchildren. We have been blessed with thoughtful, kind, and productive children who are passing those skills on to their own children.

What’s the best trip you’ve ever taken?

We have been fortunate enough to have traveled to many parts of the world. However, the one trip we would do over again is Hong Kong, Macau, and the adjacent area of China. The mix of Chinese, British, and Portuguese cultures in this area was very interesting.

What’s one thing you’ve always wanted to do?

I have a pretty robust bucket list, but my top two items are a trip to Antarctica and a leisurely drive down US 83. US 83 is the longest highway in Texas, extending from the Oklahoma border through the length of Texas and all the way to Mexico.