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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 Mid-Career Professionals Divorced

Advisors near 39201

Out of 400,000+ nationwide

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Roger C

Series 65

Jackson, MS

Eversight Wealth LLC

Tax-loss harvesting Social Security optimization Roth conversion strategy Charitable giving tax strategies College savings (529s, UTMA, etc.)
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Vinicius N

CFP®, CPA

Madison, MS

Elevated Retirement Financial Services

Elevated Retirement Financial Services provides financial planning, retirement planning, and investment management. Vinicius “V” Hiratuka, CPA, CFP® is a fee-only, fiduciary financial advisor located in Madison, MS. Vinicius, who goes by “V,” founded Elevated Retirement Financial Services out of deep care for people’s financial lives in retirement. Building meaningful and constructive relationships with his clients is what he enjoys most about his work. V was born and raised in Brazil and moved to the United States in 2005. He obtained his undergraduate degree from Mississippi College and completed his graduate studies at Vanderbilt University. He is a NAPFA-Registered Advisor, a Certified Public Accountant, and a Certified Financial Planner™ Professional. He enjoys playing soccer, serving his church, reading, and spending time with his family and close friends.

Wealth management General retirement planning General tax planning Approaching retirement Dual Income Family
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Travis W

CFP®, CFA®, Series 63, Series 66

Madison, MS

Collaborative Advice

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.)
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Frank Z

Series 63, Series 65

Madison, MS

FHZ Wealth Management, LLC

Active portfolio management
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Huiming S

CFA®, Series 65

Clinton, MS

Wealth Management, LLC

Tax-loss harvesting Active portfolio management Passive / index investing General tax planning
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Josh N

CFA®, CFP®, CPA

Jackson, MS

Lefleur Financial

Josh started his career with Ernst & Young in Memphis. In 2010, he bought a small accounting firm in Jackson, MS and moved back to his hometown. Over the next few years, he developed the firm into a more narrowly focused tax practice and began expanding the client base and tax services. Through building relationships and serving clients, Josh began to see a need for more than just tax planning. As a result, he obtained the Certified Financial Planner (CFP) designation and created LeFleur Financial to better serve his clients. Now he provides individuals and small businesses with tax-conscious financial advice and investment management services so that they can efficiently accumulate wealth for retirement.

Business ownership considerations Tax strategies for small businesses Business exit / sale strategy Inherited wealth Founder/Business Owner
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Glover R

Series 63, Series 65

Jackson, MS

Russell Wealth Management, LLC

Wealth management
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Tiffany B

CFP®

Ridgeland, MS

Bergland Wealth Management, Inc.

General retirement planning Tax strategies for small businesses
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Gene Y

Series 63, Series 65

Jackson, MS

Abridge Partners, LLC

Active portfolio management Concentrated stock management Private / alternative investments Options & derivatives strategies Annuities
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Tom D

Series 65

Ridgeland, MS

Davenport Watts & Drake Investment Advisors, LLC

Cash flow / budgeting
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