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Sam T

CFP®, Series 63, Series 65, AIF®

Castle Rock, CO

Fidelis Wealth Advisors

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.

Wealth management Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving tax strategies Dentist Attorney Retired Founder/Business Owner Executive Established Professionals Approaching retirement Retired Mid-Career Professionals Divorced

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James B

Series 66

New York, NY

American Trust Investment Services Advisory, Inc.

James Balk is a financial advisor at American Trust Investment Services Advisory, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to joining American Trust, he worked at Fortis Capital Advisors, LLC and Dominari Securities LLC. Outside of his advisory role, he is the owner and founder of JCB4 Holding, a company that incubates start-up entities. American Trust Investment Services Advisory, Inc. serves individuals, qualified retirement accounts, corporations, trusts, estates, and endowments, managing approximately $14.9 million for about 80 clients through a five-advisor team. The firm primarily operates on a non-discretionary basis with tailored investment strategies based on fundamental security screening and client risk profiles.

Charitable giving & philanthropy Retirement income strategy Concentrated stock management Founder/Business Owner Retired
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