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Please note by using any of the links provided for your convenience you will be leaving Fidelis Wealth Advisors website. The hyperlinks are to websites and servers maintained by third parties. We do not control, evaluate, endorse or guarantee content found in those sites. Your use of such sites is at your own risk.
Logo Fidelis Wealth Advisors - Castle Rock, CO

About Us

We put your interests first to give you peace of mind that lasts.

You work hard to achieve your goals and you need your financial advisor to work just as hard to make them count for something. Fidelis Wealth Advisors have a vested interest in your long-term financial success. We take the time to understand what’s truly important to you and craft an individual, holistic financial plan to help you live confidently. And independently.

Bios

You’re not just investing your money.
You’re investing your trust.

With Transparency, the Path to Financial Success Becomes Clear.
Building a Plan That Builds Your Wealth.
Investing in Personal, Professional, and
Technological Growth.

With Transparency, the Path to Financial Success Becomes Clear.

Unlike a lot of financial advisors, Fidelis Wealth Advisors is truly independent. We aren’t required to offer or sell internal products to our clients. That means there are no quotas to meet. No behind the scenes agendas to follow. And no pushing of products you don’t want or need. 

Our goal is to build a lifelong relationship with you as your most trusted advisor and advocate. We want to know what’s right and true for you. In a world with so many competing agendas, we provide context and perspective to information. This helps you make informed choices on financial solutions that provide true peace of mind. 

Working with clients, we’ve given advice. Withheld judgment. Offered easy solutions. And provided tough love. Through it all, we’ve helped hundreds of clients:

  • Save for retirement
  • Convert savings into income
  • Maximize social security benefits
  • Coordinate with tax advisors and attorneys
  • Transition assets from one generation to the next
Fidelis has partnered with Fidelity Investments and Charles Schwab to provide high-tech, low-fee custodial solutions. Our fees are competitive and fully disclosed, both upfront and ongoing.
   
Our team includes advisors with the following designations: Certified Financial Planner (CFP), Master’s of Business Administration (MBA), and Accredited Investment Fiduciary (AIF).

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How can we help?

Travis Wall, MBA, CPA

PROFESSIONAL

 

Travis joins Fidelis with a wealth of experience following a distinguished 20-year career with the Federal Bureau of Investigation (FBI). In his previous work, he investigated complex investment schemes and financial frauds, including serving on the FBI’s Virtual Currency Response Team, focusing on crypto and virtual currencies.

 

In addition to his law enforcement background, Travis is a licensed CPA with a diverse professional history. He has worked as an auditor, owned his own tax practice, and held roles in financial reporting at a Fortune 500 company. Travis has also served as a Chief Financial Officer in various industries, including construction, restaurant franchises, and the medical sector.

 

Drawing on his multifaceted expertise, Travis is dedicated to leveraging his business acumen and federal law enforcement experience to assist clients in achieving their financial goals and objectives.

 

PERSONAL

 

Travis holds a Bachelor of Science in Accounting from the University of Utah and earned his MBA from Westminster College of Salt Lake City. Beyond his professional pursuits, Travis enjoys traveling with his spouse, spending time with his grandchildren and raising livestock and a garden on his small farm.

Samuel R. Tenney, CFP®, AIF®

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PROFESSIONAL

 

Sam founded Fidelis Wealth Advisors to build the kind of firm he believed clients deserved: independent, principles-driven, and genuinely aligned with the people it serves. He has worked in wealth management since 2000, and prior to launching Fidelis, served as a partner, Director of Financial Planning, Chief Financial Officer, and OSJ at a Denver-based registered investment advisory firm. He earned his CERTIFIED FINANCIAL PLANNER™ designation in 2006 and holds the Accredited Investment Fiduciary® (AIF®) designation.

 

Sam’s approach is grounded in listening. He believes the most important part of any financial plan is understanding what the client is actually trying to accomplish and then aligning every recommendation around that. He has little tolerance for hidden agendas in an industry that too often runs on them, which is why the firm bears the name Fidelis which is Latin for loyal. The guiding principle of his work is simple: “Do the right thing, and the results will take care of themselves.”

 

Beyond his practice, Sam is active in the Castle Rock business community. He sits on the boards of the Castle Rock EDC and the Castle Rock Chamber Foundation, and through Fidelis supports local causes including The Aspen Effect and the Castle Rock Crankers, which invest in Denver-area youth. He also provides pro bono financial planning to families navigating difficult circumstances, an extension of his belief that thoughtful guidance should be accessible.

 

PERSONAL

 

Sam was inspired to build a business of his own after watching his father launch one at the age of 55. He often says he found the work he was meant to do, citing the principle that has shaped his career: “Find something that you love to do, that you’d be willing to do it for free, and learn to do it so well, that others are happy to pay you.”

 

A longtime Castle Rock resident, Sam graduated from Heritage High School and earned his degree in Finance from the University of Phoenix. He and his wife Jamie are raising their seven children in Castle Rock. Outside the office, Sam is a devoted fan of Colorado’s sports teams, an experienced youth basketball coach, and a frequent presence at his kids’ games. Family travel, particularly trips to Lake Powell are one of his favorite ways to unplug. His faith and family remain the foundation of everything he does.

*Five Star Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee. Click here for additional details and disclosures.

John Van Sant

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PROFESSIONAL
John Van Sant began his career in wealth management in 2005 and has spent more than 20 years in leadership roles focused on operational excellence, strategic growth, and advisor support. Prior to joining Fidelis, John served as President and CFO at Cascade Financial Management and as OSJ Principal with LPL and Apollon Financial.

As COO and CCO at Fidelis, John draws on deep industry experience and a passion for building advisor-focused platforms, systems, and processes that help deliver an
exceptional client experience. He currently holds Series 7, 24, 28, and 65 licenses.

PERSONAL
John holds a bachelor’s degree in international business from Johnson & Wales University. A proud husband and father of two daughters, he is an avid golfer, dedicated “Dance Dad,” and enjoys beach days in Mount Pleasant, South Carolina, where he now resides after many years in Colorado.

Karley Fidani, CPFA®

PROFESSIONAL

Before joining Fidelis Wealth Advisors in 2022, Karley ran several local businesses, selling products both in the Castle Rock area and online. Her passion for entrepreneurship and finance led her to earn a degree in Financial Management from the University of Colorado Denver.

At Fidelis, Karley has specialized in assisting small business clients with their employer 401(k) plans. She has also taken on client-facing roles as advisor and paraplanner. Karley holds her Series 65 license and is a NAPA Certified Plan Fiduciary Advisor (CPFA®). She plans to pursue the Certified Financial Planner® designation in the near future.

Karley is passionate about building relationships with clients and is dedicated to providing a thoughtful, valuable experience that brings them peace of mind.

PERSONAL

A Colorado native, Karley grew up in Castle Rock. She enjoys spending her free time riding her horse, Dante, hiking and mountain biking with her husband, and playing electric guitar.

Rilee Erickson

PROFESSIONAL

Rilee began working in the financial services industry in 2017 as an associate specializing in property and casualty insurance, as well as life insurance.  Since joining Fidelis Wealth Advisors she has taken on a paraplanner roll, providing life insurance support, as well as client and operations support. She also hopes to obtain her own Certified Financial Planner® designation in the years to come. Rilee’s passion in the industry is helping people protect their family and their future.

 

PERSONAL

Rilee graduated from the University of Wyoming with a Bachelor of Science in Agribusiness and Horticulture Science. She is a Wyoming native, growing up on the family cattle ranch in Lander, Wyoming, and now resides in Green River, Wyoming with her husband and two boys. Rilee enjoys spending a lot of time outdoors and exploring the beautiful and rugged Wind River Range.

Tina Jessick

PROFESSIONAL
Tina first began her accounting career in 2019 as an Intern at an accounting firm in Wichita, KS. She started working at Fidelis Wealth Advisors as an Administrative Assistant spring of 2025. Tina hopes to assist in helping clients achieve their financial goals long-term and looks forward to making a difference at Fidelis Wealth Advisors.

PERSONAL
Tina is currently attending Wichita State University in pursuit of two degrees in Finance and Accounting. She is a Kansas native, growing up in city known as the “Air Capital of the World”. She now resides in Castle Rock, Colorado with her husband and three kids. When she’s not running after her kids, she enjoys hiking, crafting, pottery, dance and baking.

RIA Innovations

Fidelis Wealth Advisors has a strategic partnership with RIA Innovations, a Division of NWAM, LLC. RIA Innovations provides administrative support services for registered investment advisors nationwide. This service is under the direction of Nelly Mubashi, the Chief Operating Officer.

 

NWAM, LLC, dba Northwest Asset Management & RIA Innovations is an SEC registered investment adviser. NWAM, LLC dba Northwest Asset Management & RIA Innovations and Fidelis Wealth Advisors, LLC are not affiliated companies.