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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

3 advisors near 27239

Out of 400,000+ nationwide

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Charles T

Series 66

Lexington, NC

Hornor, Townsend & kent, LLC

Charles Taylor is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and over 20 years of industry experience. He has worked at Hornor Townsend and Kent since 2007 and is a partner at Taylor & Parsley, CPAs, PLLC. Outside of his advisory role, Taylor is involved in corporate training and coaching through Taylor Training and Development, and he serves as a partner in a CPA practice focusing on accounting and tax services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Business succession planning Wealth management
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Edison W

Series 63, Series 65

Denton, NC

Centaurus Financial, Inc.

Edison White is a financial advisor at Centaurus Financial, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Orion Financial and Governors Club. Outside of advising, he assists clients with Medicare supplement and Advantage plan applications. Centaurus Financial, Inc. provides advisory services through a network of independent representatives to individuals, families, businesses, retirement plans, and estates. The firm offers financial planning, investment management, and access to third-party managers, utilizing a combination of fundamental and technical analysis along with model portfolios and overlay management.

Income planning Social Security optimization College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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John H

Series 63, Series 65

Denton, NC

Centaurus Financial, Inc.

John Halley IV is an Investment Adviser Representative with Centaurus Financial, Inc., holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with Centaurus Financial since 2011. Outside of his advisory role, he plays guitar in a musical band called Trainwreck. Centaurus Financial, Inc. provides advisory services through a network of independent representatives to individuals, families, small businesses, corporations, retirement plans, foundations, trusts, and estates. The firm offers financial planning, investment management, access to third-party managers, and retirement-plan advisory services.

Income planning Social Security optimization College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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