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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

7 advisors near 88061

Out of 400,000+ nationwide

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Shaun B

Series 66

Silver City, NM

Edward Jones

Shaun Bird is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and worked at Freeport-McMoRan for 14 years prior to joining Edward Jones in 2021. 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 supports a large network of financial advisors and branch offices nationwide, offering a range of discretionary and non-discretionary advisory strategies under a fiduciary standard.

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

Series 66

Silver City, NM

Edward Jones

Marah Hill is a financial advisor with Edward Jones in Silver City, NM, holding a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across various segments, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. Edward Jones operates under a fiduciary standard and provides additional services such as tax-efficient strategies and securities-based lending.

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

Series 66

Silver City, NM

Edward Jones

Breanna Mc Donald is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Her prior roles include positions at Corient Capital Partners and Northwestern Mutual, as well as academic experience at Brigham Young University Marriott School of Business. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, supported by a nationwide network of more than 23,700 financial advisors.

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

Series 63

Silver City, NM

Edward Jones

Kevin Thompson is a financial advisor with Edward Jones in Silver City, NM, holding a Series 63 designation and 37 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1988. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branches.

Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Vladimir G

CFP®, ChFC®, Series 66

Silver City, NM

Edward Jones

Vladimir Gnilozubov is a financial advisor at Edward Jones in Silver City, NM, with seven years of industry experience. He holds the CFP®, ChFC®, and Series 66 credentials. Prior to joining Edward Jones in 2018, he was involved with several organizations, including Western New Mexico University and The Harper's Tennis Club. He is also a board member of the Western New Mexico University Alumni Association and serves as treasurer for Grant County Prospectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management Business ownership considerations General estate planning guidance Founder/Business Owner
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Niel M

Series 66

Silver City, NM

Edward Jones

Niel Mc Donald is a financial advisor at Edward Jones in Silver City, NM, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is president of Sierra Valley LLC, a cattle ranch in Tyrone, NM. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

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

Series 66

Silver City, NM

Edward Jones

Jennifer Villegas is a financial advisor at Edward Jones with six years of industry experience. She has worked at Edward Jones since 2019 and previously was president of Razor Edge, Inc., an accounting firm. Outside of her advisory work, she assists with managing her family’s cattle ranch in Buckhorn, NM. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Wealth management Founder/Business Owner
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