Fitz joined Truliant Financial Advisors in 2026 as part of the continued growth and integration of investment services across the combined Truliant and Piedmont Advantage organizations, bringing with him seven years of experience as Financial Advisor and Program Manager at Piedmont Advantage Credit Union and more than 10 years in the financial services industry.
Focus Areas
Fitz takes pride in listening to his clients and understanding their financial picture and needs. He crafts tailored solutions to address his client's goals and to provide them with confidence to navigate the different stages of their financial journey.
Education and Experience
He acquired his bachelor’s degree from Appalachian State University and transitioned into the financial services industry, where he could focus on helping people plan for their dreams. Fitz is FINRA Series 7 and 66 licensed. He is also a licensed life, health, and long-term care insurance agent. In his spare time, he enjoys playing his guitar, fly-fishing, and spending time with his wife and three children.