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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

2 advisors near 67560

Out of 400,000+ nationwide

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Ryan V

ChFC®, Series 63

Ness City, KS

Eagle Strategies (NY Life)

Ryan Vavricka is a financial advisor with Eagle Strategies (NY Life) based in Ness City, KS. He holds the ChFC® and Series 63 designations and has 18 years of industry experience. He has been associated with Eagle Strategies since 2010 and operates the Vavricka Financial Group, which includes insurance brokering of non-registered insurance products. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios and reported approximately $25.4 billion in regulatory assets under management as of December 31, 2024.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Sara V

Series 63, Series 65

Ness City, KS

Eagle Strategies (NY Life)

Sara Vavricka is a financial advisor with Eagle Strategies (NY Life) based in Ness City, KS, holding Series 63 and Series 65 licenses and having 21 years of industry experience. She has worked with Eagle Strategies and NYLIFE Securities LLC since 2017 and operates under the dba Vavricka Financial Group to service insurance and financial product clients. From 2012 to 2024, she was also involved with Beach Body LLC. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions through third-party managers and model portfolios and manages approximately $25.4 billion in regulatory assets.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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