Sam began his wealth management career in 2000. He was previously a partner in a registered investment advisory firm in Denver, acting as its Director of Financial Planning, Chief Financial Officer, and OSJ. Sam completed his CERTIFIED FINANCIAL PLANNER™ designation from the CFP® Board of Standards in early 2006. He holds insurance licenses in the State of Colorado for life, accident, property, casualty, and health. He’s also a member of the Financial Planning Association (FPA) and very active in his local chapter. Sam’s been featured on the local Channel 9 news affiliate segment, Moneyline 9 and currently serves his community providing pro bono financial advice to families in distress. He has a unique ability to relate to his clients, help them feel comfortable with difficult topics, and offer advice to meet their individual and family needs. His exceptional talent to see the big picture helps direct specific pieces of the planning puzzle to meet the overall needs of each client. PERSONAL Sam graduated from the University of Phoenix with a major in Finance. He enjoys spending time with his seven children. They participate in many sports activities, and Sam coaches several of his kids’ basketball teams. Sam resides in Castle Rock, Colorado.

Travis Wall is a Series 65-licensed financial advisor at Fidelis Wealth Advisors with two years of industry experience. Prior to joining Fidelis Wealth Advisors in 2023, he spent nine years with the Federal Bureau of Investigation. Fidelis Wealth Advisors serves individual and high-net-worth clients, as well as pension and employer-sponsored retirement plans, trusts, charitable organizations, and corporations. The firm provides discretionary and non-discretionary investment management, comprehensive financial planning, retirement-plan advisory and consulting, and customized consulting services, using a tailored asset allocation approach supported by modern portfolio theory and various analytical tools.

Karley Fidani is a financial advisor at Fidelis Wealth Advisors in Castle Rock, CO, holding a Series 65 designation with one year of industry experience. Prior to joining Fidelis Wealth Advisors in 2022, Karley worked at Club Pilates for one year. Fidelis Wealth Advisors serves individual and high-net-worth clients, as well as pension and employer-sponsored retirement plans, trusts, charitable organizations, and corporations. The firm provides investment management, comprehensive financial planning, retirement-plan advisory, and bespoke consulting services, emphasizing asset allocation tailored to client goals and risk profiles through a combination of modern portfolio theory and various analytical methods.

John Vansant is a financial advisor at Fidelis Wealth Advisors with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cascade Financial Management, Apollon Wealth Management, and LPL Financial, among others. Fidelis Wealth Advisors serves individual and high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement-plan consulting, and estate-planning facilitation. The firm’s investment approach emphasizes tailored asset allocation using modern portfolio theory and a variety of analytical tools, implementing strategies across multiple account types and utilizing third-party platforms and sub-advisors.

Rilee Erickson is a financial advisor at Fidelis Wealth Advisors with two years of industry experience. He holds a Series 65 credential and has worked at Fidelis Wealth Advisors since 2023. His career background includes roles at Belay Solutions, Wyoming Bail Bonds, Farm Bureau, and Wyoming Wireless. Outside of advising, Erickson is a licensed insurance agent and an active public notary in Wyoming. Fidelis Wealth Advisors serves individuals, including high-net-worth clients, pension and profit-sharing plans, employer-sponsored retirement plans, trusts, estates, charitable organizations, and corporations. The firm employs an asset-allocation driven investment process that integrates modern portfolio theory and various analytical approaches, managing roughly $210 million in client assets through both discretionary and non-discretionary portfolio management.