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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

5 advisors near 67665

Out of 400,000+ nationwide

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Jake W

Series 66

Russell, KS

Edward Jones

Jake Windscheffel is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones in 2024, he worked for eleven years at Midwest Family Health of Russell, KS, where he was also a practicing pharmacist. Outside of his advisory role, he is involved in a local pharmacy business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory solutions, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors.

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

Series 66

Russell, KS

LPL Financial

April Vonfeldt is a Series 66 credentialed financial advisor with six years of industry experience. She is currently with LPL Financial, where she has worked since 2021, and has prior experience with firms including Waddell & Reed Inc and Randal W Krug. Outside of her advisory role, she is involved with Landon Creek Enterprises. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment solutions, combining advisory operations with non-advisory product offerings.

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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Kyla D

Series 66

Russell, KS

Edward Jones

Kyla Driscoll is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she held positions at Russell Regional Hospital, PureField Ingredients, Kansas Behavior Supports, and Farm Bureau Financial Services. Outside of her advisory work, she and her spouse operate a personal farm in Russell, Kansas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Multi-generational wealth transfer Oil & Gas Religious/faith focused
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Kai M

Series 66

Russell, KS

Edward Jones

Kai Muller is a financial advisor at Edward Jones with 20 years of industry experience. He has held his current position since 2010. Outside of his advisory role, he is a member of Fossil Lake Partners, LLC, a real estate venture he co-owns with his wife. 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 through a large network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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

Series 66

Russell, KS

Edward Jones

Alex Lofland is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. He previously worked at UMB Bank n.a. for ten years. Outside of his financial advisory role, he has an investment interest in oil exploration with Fossil Energy LLC. 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 under management and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and alternative investment options, supported by a nationwide network of over 23,000 advisors.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Multi-generational wealth transfer Wealth management Educators, Teachers, and Academics Intergenerational Families
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