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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

4 advisors near 73047

Out of 400,000+ nationwide

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Glenda L

CFP®, Series 63, Series 65

Hydro, OK

Cambridge Investment Research Advisors

Glenda Long is a CFP® with 39 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2017. Prior to this, she worked at National Planning Corp for 17 years and has operated her own firm, Glenda Eichelberger, Inc., since 1979. In addition to her advisory role, she serves as president of an accounting firm and an independent insurance agency. Cambridge Investment Research Advisors serves a wide range of clients including individual investors, retirement plans, and charitable organizations through a large network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, employing both model-based and individualized investment approaches.

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

CFP®, Series 66

Hinton, OK

Raymond James Financial

William Looney is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., where he has worked since 2021. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is an independent contractor for Redrock Wealth Advisors in Edmond, Oklahoma. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting supported by firm research and outside managers, with a distinctive emphasis on advisory and implementation-support services.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Monica P

Series 66

Calumet, OK

Edward Jones

Monica Park is a financial advisor at Edward Jones with 12 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2016. In addition to her advisory role, she serves as Board Clerk for the Maple School District Board of Education in Calumet, OK. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard, supported by affiliated mutual funds, trust services, and securities-based lending options.

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

CFP®, Series 63, Series 65

Hinton, OK

Raymond James Financial

Brian Baker is a CFP®-certified financial advisor with 30 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. since 2021. His prior roles include positions at Wells Fargo Advisors and Concurrent Advisors. Outside of his advisory work, he is an author and has published a book available to clients and on Amazon. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, and institutional entities. The firm offers tailored financial planning and investment consulting, with a focus on non-discretionary advisory services supported by firm research and a broad affiliate network.

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