Direct booking

firm logo

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 82325

Out of 400,000+ nationwide

user avatar
firm logo

Robert H

ChFC®, Series 66

Encampment, WY

Traction Financial Partners

Robert Heykoop is a financial advisor with Traction Financial Partners, holding the ChFC® designation and Series 66 license, and has 24 years of industry experience. He previously worked at Equitable Advisors, LLC and Axa Advisors, LLC for two decades. Heykoop serves on committees and boards supporting youth in agriculture and community events, including the National Western Stock Show Junior Livestock Auction and the Miss Rodeo Wyoming Scholarship Foundation. Traction Financial Partners serves individuals, high-net-worth clients, foundations, trusts, estates, and employer-sponsored retirement plans, providing investment management, financial planning, and retirement plan advisory services. The firm employs a core-satellite investment approach and offers client educational seminars and workshops, managing approximately $263 million across a five-advisor team.

Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Leslie G

Series 66

Littleton, CO

Traction Financial Partners

Leslie Garske is a financial advisor at Traction Financial Partners in Littleton, CO, holding a Series 66 designation with 14 years of industry experience. Prior to joining Traction Financial Partners in 2025, Leslie worked at AE Wealth Management, Next Chapter Wealth Strategies, and Axa Advisors. Leslie is also the owner of Garske Divorce Mediation and Financial Analysis LLC, providing divorce mediation, expert witness testimony, and divorce financial planning. Traction Financial Partners serves individuals, foundations, trusts, estates, and employer-sponsored retirement plans with discretionary and non-discretionary investment management and comprehensive financial planning. The firm employs a core-satellite investment approach and offers client educational seminars and estate-planning coordination through a third-party technology platform.

Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.