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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

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Jeffrey H

Series 65

Norton, KS

United Capital Management of Kansas, Inc.

Jeffrey Hardiek is a financial advisor at United Capital Management of Kansas, Inc. with a Series 65 designation and over 35 years of work experience, including long tenure at PrairieLand Electric and roles in the crop insurance industry. He has been with United Capital Management since 2026. United Capital Management of Kansas, Inc. provides financial planning, portfolio management, and fiduciary retirement plan services to individuals, trusts, estates, corporations, and other advisers. The firm employs an active, research-driven investment process to build diversified, multi-asset portfolios tailored to client objectives, and it also serves as a private fund adviser and sponsor with a focus on opportunistic, value-oriented alternative investments.

Wealth management Private / alternative investments Concentrated stock management Options & derivatives strategies Founder/Business Owner Retired
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Philip I

Series 66

Norton, KS

Edward Jones

Philip Isernhagen is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Based in Norton, KS, he is part of a large network of advisors within the firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm offers various advisory programs and investment strategies, managing approximately $1.01 trillion in assets, supported by a nationwide network of more than 23,000 financial advisors.

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