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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

6 advisors near 66901

Out of 400,000+ nationwide

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Joshua F

Series 63, Series 65

Concordia, KS

American Century Investments Private Client Group, Inc.

Joshua Freeborn is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with American Century Investment Services Inc. since 2015. American Century Investments Private Client Group, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers portfolio monitoring, tax-loss harvesting, and access to mutual funds and ETFs, delivering advice through model portfolios managed by an internal investment team with an emphasis on strategic asset allocation and diversification.

Tax-loss harvesting
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Jami S

Series 66

Concordia, KS

Edward Jones

Jami Strecker is a Series 66-licensed financial advisor with Edward Jones, based in Concordia, KS. Jami has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Austin G

Series 66

Concordia, KS

Edward Jones

Austin Graham is a Series 66 licensed financial advisor with Edward Jones in Concordia, KS, where he has worked since 2010. He has 15 years of industry experience. Outside of his advisory role, he serves as president of a local real estate business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive
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Luke M

Series 66

Concordia, KS

LPL Financial

Luke Malone is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. His prior roles include work with Waddell & Reed, Inc. and operating his own entities, Luke G Malone, LLC and Malone Financial, LLC. Outside of advising, he owns Malone Accounting, LLC, which provides tax preparation and accounting services. LPL Financial serves a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a wide range of advisory and brokerage services supported by an in-house research team and various portfolio management options.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Jesse P

Series 66

Concordia, KS

Raymond James Financial

Jesse Pounds is a financial advisor at Raymond James Financial with nine years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2016, as well as at Central National Bank's Wealth Management & Trust Services since 2016 and the Office of the State Bank Commissioner from 2013 to 2016. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by firm research and outside managers, with a notable focus on advisory and implementation-support roles.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Linsay V

Series 66

Concordia, KS

Edward Jones

Linsay Van Meter is a Series 66-credentialed financial advisor at Edward Jones with three years of industry experience. She has been with Edward Jones since 2006, serving continuously within the firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated financial services through a nationwide network of more than 23,700 advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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