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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 49001

Out of 400,000+ nationwide

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Terry R

CFA®, Series 63

Mattawan, MI

Sequence Analytix, LLC

Retirement income strategy Passive / index investing Active portfolio management Approaching retirement
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Robert B

Series 65

Portage, MI

RJB Investment Advisory Services, LLC

Passive / index investing
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Bradley H

Series 66

Kalamazoo, MI

Hallgren Financial LLC

Active portfolio management
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Brian F

CFP®

Portage, MI

Face 2 Face Financial Planning, LLC

I believe my strength and focus in finance comes from being a devoted husband and father, as well as, a proud Western Michigan University Alumni. I grew up in the Kalamazoo area and now live with my family in Portage, MI. I love watching college football, playing hockey, and giving to the community. I founded Face 2 Face on a vision that started when I was a young teenager. My father used to take me to factories so I could watch him give financial education seminars to factory workers about their 401k options. That experience and my years of working for a large firm set my vision for wanting a firm that had no minimum asset levels. This gives me the ability to work with clients that want conflict-free advice on topics ranging from college planning to their 401k and all the way up to their retirement. I wanted to make a firm that was different. That’s why I built a firm to serve not only those who are retired but also the 30, 40 and 50-year-olds who want help along the way. I saw from working at larger firms that clients would come to me at retirement and they would have the money that they have, which may or may not have been enough. I felt that if I could help them earlier to make small changes, their future retirement would be in a much better place. This is why I offer different options, from hourly planning to full comprehensive financial planning.

Charitable giving & philanthropy General retirement planning Career Changers Baby Boomers (Born 1946-1964)
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Jeffrey C

CFP®, Series 65

Portage, MI

Cole Investment Advisors, Inc.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Mark W

CFP®

Kalamazoo, MI

Black Diamond Investment Group,Inc.

Active portfolio management Income planning
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Trenden P

CFP®, ChFC®, Series 63, Series 66

Kalamazoo, MI

Daus Financial Group, LLC

Private / alternative investments
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Robert V

Series 63, Series 65

Portage, MI

PPS & V Asset Management Consultants Inc

Real estate investing Passive / index investing Active portfolio management
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Justin H

Series 65

Kalamazoo, MI

Southwest Michigan Wealth Management, LLC

General tax planning
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Charles H

Series 65

Kalamazoo, MI

Southwest Michigan Wealth Management, LLC

General tax planning
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