Meet the Fidler Wealth Management Team
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have sought to develop a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most comprehensive methods available.
LPL Registered Principal
Shane has been helping clients pursue independence for more than 20 years. (Click on name for full bio)
LPL Wealth Advisor, CIMA
John Greenway has 27 years in the financial services industry. John has served in multiple positions including financial advisor, branch manager, Regional Manager, Divisional Manager, and Regional Vice-President. The breadth and...
LPL Registered Administrative Assistant
Jennifer joined the Fidler Wealth Management team in 2013. She received her Bachelor of Business Administration in Finance from Northeastern State University. Jennifer currently holds her Series 7 & 66 registrations with LPL Financial,...
Sarah is a graduate of The University of Tulsa and holds a Bachelor of Business Administration in Accounting. As part of the Fidler Wealth Management team, Sarah helps with all aspects of client services as well as general...
Andrea joined the Fidler Wealth Management team in 2018. She comes with 3 years’ experience in the Life Insurance industry. As part of our team, Andrea is responsible for general administration for the office and meeting our...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.