Welcome To Our

Cincinnati Location

Southwest Ohio Financial Advisor

Planning for your future doesn’t have to be overwhelming. When you work with Credent Wealth Management, you are supported by a team of experienced financial and investment professionals who will provide you with a disciplined and objective investment approach dictated by continuous monitoring of your financial plan. We’re here to help you reach your financial goals and live a fulfilled life now and in the future.

TALK TO AN ADVISOR

Hours
Mon-Fri: 8am-4pm

Call Us
(513) 381-0001

4555 Lake Forest Drive Suite 410 Cincinnati, OH 45242

Directions
Meet the team

Our Cincinnati, Ohio Team

Atalie Watts
Client Care Coordinator
Jake Walker, CFP®
Wealth Manager
Aubrey Ramey, CFP®
Client Service Associate
Cameron Magoon
Wealth Advisor

Financial Guidance

Kentrina Mapes
Financial Advisor
Noah Richer
Client Service Associate
Braeden Hall
Client Service Associate

National Team

Tanner Stepp, CFP®
Lead Financial Advisor
Al Kaufman, CFP®
Financial Advisor
Erin Palmer
Financial Planner
Josh Feld
Client Service Associate

Private Wealth

Sue Isaacson, JD, LLM, CFP®, CPA (Inactive), PFS™
Wealth Manager
Daniel Steichen, JD, CPA (Inactive), MS Taxation
Wealth Manager
Brian Remson, CFP®, CPWA®
Advanced Planning Advisor
Marques Glaze
Wealth Advisor - Private Wealth
Sally Jilek
Client Service Associate

Investment Management Team

Edison Byzyka, CFA
Chief Investment Officer
Alisha Norris, CFA
Senior Portfolio Manager
Nicholas D’Andrea, CFP®
Portfolio Manager
Matt Redmond, CFA
Portfolio Manager
Steve Indiveri, CFA, CAIA
Portfolio Manager
Gabriel Wyatt
Investment & Research Analyst II
Brady McBride
Investment & Research Analyst II
Andrew Renninger
Investment & Research Analyst I

Ready To Discover
If We're Right For Each Other?

Schedule a complimentary appointment with an advisor in Cincinnati, OH.