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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.

Fidelis Wealth Holiday Party 2019

Fidelis Wealth Advisors invites you to join us for our annual holiday party and open house.

We are hosting a holiday drive for a local charity, A Precious Child.

See below for more details about the charity and the list of acceptable donations.

                                                           

Click here to RSVP or signup to donate a gift

Please donate the following items:

  • Infant Toys
  • Barbie Dolls
  • Arts & crafts
  • Legos
  • Hot Wheels
  • Sports balls & equipment
  • Cologne & body spray
  • Broncos gear
  • Bath & body works items
  • Jewelry
  • Nerf Gear
  • Remote control cars
  • Coats & winter Gear
  • Board Games
  • “Dress up” toys
  • Books for children & teens
  • Superhero figurines
  • Giftcards for teens
  • New and gently used clothing
  • Baby products (diapers, wipes, powder, etc)
  • Blankets

A Precious Child assists children and families facing difficult life challenges such as abuse and neglect, crisis situations and poverty. We work with more than 440 Agency Partners throughout eight Denver Metro counties including Adams, Arapahoe, Boulder, Broomfield, Denver, Douglas, Jefferson and Weld to identify children and families in the most need of our services. Our core initiatives help build the whole child. In addition to meeting basic human needs through our Resource Center and Boutiques (satellite resource centers), we also help children and their families navigate community resources. This work is done through our COR (Child Outcomes Resource) Center where our Child Outcomes Advocates provide personalized case management to disadvantaged and displaced children and families, connecting them with needed resources, services, opportunities and educational support.

Through our four Key Focus Areas, A Precious Child aims to bridge the gap in children’s education so they can become secure, self-reliant, contributing members of their communities as adults

Click here for more information about A Precious Child

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John Van Sant

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.