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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 – Clients Give Back

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Fidelis Wealth Advisors Clients Give Back

Created by: Fidelis Wealth Advisors

During this busy time of year, we tend to be too busy to reflect on all that was accomplished since January. This year, Fidelis not only embraced the spirit of giving back with our work with organizations such as The Aspen Effect, Economic Literacy Development Council and the Castle Rock Crankers, but we also witnessed our clients finding innovative ways to contribute. The result? More than $700,000 in total donations, with greater than $180,000 attributed to donations in kind. Beyond the positive feelings that come with philanthropy, there’s an additional financial benefit – Fidelis clients saved money on taxes due to their generous contributions.

 

Charitable Giving Breakdown:

The contributions from the Fidelis community didn’t just vanish into thin air. Instead, it contributed to more than 20 different churches and charities, each with a unique mission and a specific group of people to support. This diverse range of beneficiaries highlights the widespread impact that Fidelis and its clients were able to achieve.

 

Special Thanks to Fidelis Clients:

We at Fidelis would like to extend a heartfelt thank you to each and every client who chose to give back to their community. It’s through their compassion and willingness to make a difference that these significant contributions became possible. Whether through monetary donations or in-kind gifts, every act of generosity has played a role in shaping a brighter future for those in need.

 

We hope the impact of Fidelis’ community involvement and charitable giving extends far beyond the immediate recipients of the donations. In a year that presented its fair share of challenges, the generosity displayed by Fidelis and its clients stands out as a beacon of hope. The money given back to the community, along with the tax savings for Fidelis clients, demonstrates that combining financial success with a commitment to social responsibility is not only possible but also highly rewarding. As we bid farewell to this year, let’s carry forward the spirit of giving into the future, creating a legacy of compassion, community, and positive change.

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.