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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 60013

Out of 400,000+ nationwide

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David M

CFA®

Barrington, IL

Maple Street Capital Advisors, LLC

Equity compensation tax strategy Real estate investing Tax-loss harvesting General retirement planning Cash flow / budgeting
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Alka O

Series 63, Series 65

Rolling Meadows, IL

Leading Edge Wealth Management, LLC

Income planning Active portfolio management Options & derivatives strategies Approaching retirement Retired
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Gary B

Series 65

Arlington Heights, IL

Carlisle Financial Management, LLC

Options & derivatives strategies Real estate investing
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Robert S

CFP®, Series 63, Series 66

Arlington Heights, IL

RB Salzman Wealth Management, LLC

Options & derivatives strategies Concentrated stock management Tax-loss harvesting Active portfolio management
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Daniel S

Series 63, Series 65

Arlington Heights, IL

Directional Asset Management, LLC

Options & derivatives strategies Concentrated stock management Real estate investing
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David G

CFP®

Barrington, IL

Retirement Matters, Inc.

General retirement planning Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Educators, Teachers, and Academics
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Kevin S

CFP®, Series 65

Barrington, IL

Balance Financial Services, Inc.

Passive / index investing Active portfolio management
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Matthew N

Series 65

Arlington Heights, IL

Crown Financial Group, Inc.

Options & derivatives strategies
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James R

CFP®, Series 66

Elgin, IL

Monotelo Wealth Partners

Active portfolio management Tax-loss harvesting
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Matthew B

CFP®, EA

Arlington Heights, IL

Maplewood Wealth

I'm Matthew, the founder of Maplewood Wealth, and I'll admit it—I'm a financial planning nerd. While I geek out over optimizing finances and taxes for my clients, what truly excites me is witnessing the transformation in their lives as they gain confidence in their financial decisions. At Maplewood Wealth, I've created a fresh approach to financial planning that resonates with fellow millennials who've found success early in their careers. I understand that for our generation, true financial confidence goes beyond mere numbers—it's about aligning our money with our values and goals to design the lifestyle we want. My approach allows you to enjoy life now while also securing a fulfilling future. Based in the Chicagoland area, I bring both professional expertise and relatable life experience to my practice. As a young father balancing career and family life, I intimately understand the challenges and aspirations you face. Whether you're a young professional building a strong financial foundation, a "surprised affluent" navigating sudden wealth, or part of a growing family juggling multiple financial priorities, I tailor my approach to your unique situation. With Maplewood Wealth, you're not just getting a financial planner—you're gaining a dedicated partner in navigating life's changes and achieving your dreams without stress. Let's work together to create a financial plan that empowers you to live your best life, both now and in the future.

Equity Recipients (RS/RSU, SOP, ESPP) Attorney Young Professionals Gen Y/Millennials (Born 1980-1995)
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