Fidelis Wealth Advisors is volunteering at the Ranch….
and its not mucking stalls.
ABOUT MONEY BASICS!
How to keep more of the money you make!
- Using a budget.
- How not to make others rich!
- Avoiding debt except to build credit.
- Difference between credit & debit cards.
- How to make money without working!
- Investing, investment tools and interest.
- Emotions, attitude and behavior & money.
Camp Dates and Registration
ABOUT THE FACILITATORS
Hi, I’m Sam Tenney. I am a husband and a dad of three boys and three girls. I love spending time with my family, building my career, and playing sports. I played basketball at Heritage High School in Littleton, CO and coach my kids’ basketball teams.
As a young man, I watched my parents start a new business and admired their courage for doing so. I also saw the devastating results of credit card debt and developed not only a strong desire to gain more control over my own finances but a passion for helping others with this.
In 2000, I decided to follow in my parent’s footsteps and left the family business for the financial planning industry. After passing the CFP, I began to help many families with their finances, eventually starting Fidelis Wealth Advisors, LLC, a Colorado-based Registered Investment Advisory (RIA) firm in Castle Rock, CO. Learn more about money management on our website: https://fidelis-wealth.com/.
Hi, I’m Lorie Jones. I grew up on a small Ranch in McKinnon, Wyoming and come from a long legacy of Wyoming ranchers going back to my great-grandfather. I attended the University of Wyoming, eventually married and had five wonderful kids. I enjoy running marathons, hiking with my family and learning a variety of subjects.
With five kids, I noticed that my teenage boys had bottomless stomachs and entered the workforce to cover their grocery bill. I soon earned my insurance licenses, an MBA, and the Certified Financial Planner™ designation. Now, I have a passion for helping people understand finance and learn how to use the system to achieve their goals throughout their lives, and I believe in the importance of teaching Money Basics to everyone. I work with Sam at Fidelis Wealth Advisors as a junior advisor.