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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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Beyond Profits: Fidelis Invests in Communities – Crankers

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Stepping outside the world of stocks and investments, Fidelis Wealth Advisors turned its attention towards fostering the potential of our community’s youth.

Created by: Fidelis Wealth Advisors

Fidelis is investing in the Castle Rock Crankers, a high school mountain biking team, with a three-year sponsorship that will assist the team financially but more importantly build team members’ financial literacy and teach healthy financial habits. The partnership aims to foster confidence, skills, and personal growth on and off the trails in the participants of this organization.

Empowering Partnership: 

When a Cranker opens a savings or investment account (or use an existing account), Fidelis will commit to matching every dollar contributed up to $2,000 each year for the next three years. These matching funds will be used to cover the cost of a new trailer to transport all necessary equipment to race venues across Colorado. Each youth Cranker can earn money and contribute to their own account. Instead of fundraising for the team, participants are investing in themselves, saving for their future.

Beyond offering monetary support, Fidelis will provide the team with financial education covering topics such as savings, investing, debt management, and wealth building strategies.

Building Confidence on the Trails:

With nearly 30 members dedicating themselves to the challenging world of mountain biking, the Castle Rock Crankers program serves as a platform for the teens to explore their potential and build self-assurance. Through rigorous training and competitions, the team members learn the value of hard work, fostering the belief that dedication leads to success, one rider at a time!

 

Drawing Parallels between Finance and Mountain Biking:

The Crankers understand the importance of safety, while Fidelis stresses the significance of financial education for a sense of security. Just as proper bike maintenance supports peak performance, we believe regular financial check-ups and wise investment choices can lead to a harmonious financial journey. Fidelis guides clients to make informed decisions about their finances, akin to selecting appropriate biking trails that match their skill level.

 

Fidelis Wealth Advisors’ commitment to the Castle Rock Crankers exemplifies our dedication to empowering the community’s youth. By providing financial support, education, and mentoring, Fidelis seeks to equip young mountain bikers with essential skills and knowledge for success. Through this initiative, Fidelis desires to nurture the passion for mountain biking while empowering the young riders to navigate their financial journey with confidence, hoping to set them on a path toward a prosperous future.

Fidelis means loyal and faithful. We are loyal to people and loyal to following informed principles. We are passionate in our loyalty to our clients, listening to them, seeking to understand their agenda. We strive to remove as many conflicts of interest of our own as we can so we can align ourselves with our client’s agenda. Our company tagline is “Investing in You” or as it relates to the Castle Rock Crankers, we are “Investing in YouTH” and seeking to make a difference one rider at a time!

Learn more about the Castle Rock Crankers

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.

This blog is general communication being provided for informational purposes only.  This information is in no way a solicitation or offer to sell securities or investment advisory services.  It is educational in nature and not to be taken as advice or a recommendation for any specific investment product or investment strategy.  This does not contain sufficient information to support an investment decision.  Any investment or investment strategy mentioned may not be suitable for all investors or in their best interest.   Statistical information, quotes, charts, references to articles or any other quoted statement or statements regarding market or other financial information is obtained from sources which we believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. All rights are reserved.  No part of this blog including text, graphics, et al, may be reproduced or copied in any format, electronic, print, et al, without written consent from Fidelis Wealth Advisors, LLC. Fidelis Wealth Advisors does not provide legal or tax advice.  Please be advised to consult with your investment advisor, attorney or tax professional before making any investment decisions.

Find more ways Fidelis is investing in the community:

Beyond Profits: Fidelis Invests in Communities – Clients Give Back

Beyond Profits: Fidelis Invests in Communities – Focus on Finance Gala

Beyond Profits: Fidelis Invests in Communities – Continuing Education

Beyond Profits: Fidelis Invests in Communities – Fidelis and Douglas County

Beyond Profits: Fidelis Invests in Communities – Cars & Cowboys

Beyond Profits: Fidelis Invests in Communities – 5 Stars

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.