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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.
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About Money Basics!

Fidelis Wealth Advisors is volunteering at the Ranch….

and its not mucking stalls. 

Please consider signing your child up for a Money Basics mini-camp.
See the information below and click on the outside links to sign up.  Great learning opportunity and all proceeds go to a wonderful non-profit.
 

ABOUT MONEY BASICS!

Our first priority in this mini-camp is to have fun! Campers will learn the value of money and how to protect it and grow it.
The experience will be very interactive with a lot of valuable learning packed into only 90 minutes! All proceeds will be donated to fund the Ranch Hand Leadership Academy, a non-profit program that runs every summer on the ranch. For more information on the Ranch Hand Leadership Academy, please visit yoloinc.org
 
Curriculum
  • 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.

Age

13 years old and up
 

Price

$29 for a 1-day, 1.5-hour mini-camp
Questions?
 

Camp Dates and Registration

Select the Money Basics Mini-Camp session that work best for your camper. Every session runs from 12:30pm to 2pm. 
CLICK ON THE DATE BELOW TO SIGN UP.
 
June 7, 12:30pm-2:00pm
June 14, 12:30pm-2:00pm
June 28, 12:30pm-2:00pm
July 12, 12:30pm-2:00pm
July 26, 12:30pm-2:00pm
 

ABOUT THE FACILITATORS

Sam Tenney

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/.

Lorie Jones

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.

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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.