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Who We Are

Experienced. Authentic. Transparent.

Our dedicated advisors work together to ensure each of our client’s expectations are met and implemented with full transparency and the highest level of service. You can trust we will never make a decision that isn’t in your best interest.   

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Our Mission

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

About Us

Our Beliefs

We believe financial freedom changes lives.
We believe all Americans should have access to independent and affordable advice.
We believe the American Dream is alive and well.
We believe in setting financial goals, developing a written plan, and working with a partner toward those goals.
We believe our fiduciary obligation is to our client and NOT Wall Street.
We believe that all investment strategies work some of the time and that no investment strategy works all the time.
We believe in the power of partnership.
We believe the fear of the future and the greed of consumerism are the roadblocks to financial independence for ALL Americans.
How we help

Our Locations

Find a location.

Find our office nearest to you and schedule a complimentary appointment with one of our experienced advisors today. If there is not an office currently in your area, please fill out our contact form or email contactus@credentwealth.com.

Auburn-Fort Wayne

ADDRESS

200 East 7th Street
Auburn, IN 46706

PHONE
(260) 927-1830

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Louisville

ADDRESS

4350 Brownsboro Road, Suite 110
Louisville, KY 40207  

PHONE
(502) 589-1772 

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Oklahoma City

ADDRESS

5700 NW 130th Street, Suite 1
Oklahoma City, OK  73142 

PHONE
(405) 470-0359

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Minneapolis

ADDRESS

7900 International Drive, Suite 510 Bloomington, MN  55425

PHONE
(952) 955-9781 

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River Falls

ADDRESS

111 W Walnut Street
River Falls, WI 54022 

PHONE
(715) 425-0305

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Amarillo

ADDRESS

320 S Polk Street, Suite 510
Amarillo, TX 79101

PHONE
(806) 352-3917

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Waco

ADDRESS

15150 Badger Ranch Boulevard, Suite 203
Woodway, TX  76712 

PHONE
(254) 777-5252 

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Portage

ADDRESS

8075 Creekside Drive, Suite 140
Portage, MI 49024 

PHONE
(269) 532-1901 

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Ann Arbor

ADDRESS

900 Victors Way, Suite 110
Ann Arbor, MI 48108

PHONE
(248) 724-0090

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Auburn Hills - Detroit Metro

ADDRESS

3121 University Drive, Suite 100
Auburn Hills, MI 48326

PHONE
(248) 724-0090

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Plano

ADDRESS

7500 Dallas Parkway, Suite 475
Plano, TX  75024

PHONE
(214) 696-2323

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Cincinnati

ADDRESS

4555 Lake Forest Drive, Suite 410
Cincinnati, OH 45242

PHONE
(513) 381-0001

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Columbus

ADDRESS

4449 Easton Way, 2nd Floor
Columbus, OH  43219

PHONE
(614) 796-4131

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Lafayette

ADDRESS

2925 Union St.
Lafayette, IN 47904

PHONE
(765) 447-1133

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Kalamazoo

ADDRESS

2632 S. 11th Street
Kalamazoo, MI 49009

PHONE
(269) 216-6996

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Meet The Team

Our Executive Team

David Hefty, CFP®

David Hefty, CFP®

Chief Executive Officer

Stacy Hefty

Stacy Hefty

President

Christina North

Christina North

Chief Financial Officer

Brian Wessley

Brian Wessley

Chief Talent Officer

Edison Byzyka, CFA

Edison Byzyka, CFA

Chief Investment Officer

Joe Haupert

Joe Haupert

Chief Business Officer

Kyle Osting

Kyle Osting

General Counsel/Chief Compliance Officer

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® certification 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.

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.

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.

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.

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

General Counsel/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.