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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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Let’s Meet the Crew

Introducing the Fidelis Monthly Newsletter—Built With You in Mind.

 

We know life moves fast, and financial decisions matter. That’s why we’re bringing you a monthly roundup of practical advice, market insights, reminders, and maybe just a bit of Fidelis fun to help you stay on track. We’re glad you’re here!

 

This month, we’re kicking things off with a little fun, meet the wonderfully weird, hardworking, and big-hearted crew that makes up the Fidelis family! It’s time to put some personality behind the names.

 

 

 

 

Let’s Meet the Crew

From Sam: 

I began my wealth management career in 2000 and previously served as a partner at a registered investment advisory firm in Denver. During my time there, I held several leadership roles, including Director of Financial Planning, Chief Financial Officer, and OSJ. 

In early 2006, I earned my CERTIFIED FINANCIAL PLANNER™ designation from the CFP® Board of Standards. I also hold insurance licenses in the State of Colorado covering life, accident, property, casualty, and health. I’m a proud member of the Financial Planning Association (FPA) and remain actively involved in my local chapter. 

Over the years, I’ve had the opportunity to share financial insights on Channel 9’s Moneyline 9 segment, and I continue to serve the community by offering pro bono financial advice to families facing hardship. 

Clients often tell me they appreciate my ability to make complex topics feel approachable and understandable. I take pride in helping individuals and families feel comfortable and confident in their financial decisions. My strength lies in seeing the big picture and aligning all the pieces of a financial plan to meet each client’s unique goals. 

I graduated with a degree in Finance from the University of Phoenix. Outside of work, I enjoy spending time with my seven children. We stay busy with sports, and I coach several of my kids’ basketball teams. I currently live in Castle Rock, Colorado.

From Rilee: 

I began working in the financial services industry in 2017 as an insurance agent, specializing in home, auto, ranch, and business insurance, as well as life, health, and disability coverage. Since joining Fidelis Wealth Advisors, I’ve stepped into a broader advisory role, supporting team management, operations, trading, and compliance. Already have obtained my Series 65 Investment Advisor Representative designation, I also plan to pursue my CERTIFIED FINANCIAL PLANNER® designation in the coming years. 

My passion in this field is helping families gain financial peace of mind and reach their big money goals. Even though I’m the remote one on the Fidelis team, if it doesn’t feel like I’m right there with you, checking in, cheering you on, maybe even lovingly hovering…then I’m not doing my job right. Virtual bestie vibes are included! 

I graduated from the University of Wyoming with a Bachelor of Science in Agribusiness and Horticulture Science. I’m a proud Wyoming native, raised on my family’s cattle ranch in Lander, Wyoming. These days, I live in Green River, Wyoming with my husband, our two boys, and three dogs. We spend as much time as we can outdoors, fishing, hiking, hunting, and exploring the wild beauty of the Wind River Range.

From Karley: 

Before joining Fidelis Wealth Advisors in 2022, I owned and operated several small businesses, selling products both locally in the Castle Rock area and online. My passion for business operations and financial strategy inspired me to pursue a degree in Financial Management from the University of Colorado Denver. 

At Fidelis, I’ve developed a strong focus on 401(k) plans, participant support, and investment management. I’ve also gained valuable experience working directly with clients in my role as a paraplanner. I currently hold my Series 65 license and plan to pursue the CERTIFIED FINANCIAL PLANNER® designation as I continue growing in the financial advising space. 

I’m committed to delivering a thoughtful, supportive experience that helps clients feel confident and at peace with their financial future. 

I’m a Colorado native, born and raised in Castle Rock where I still live today. When I’m not working, you’ll likely find me riding my horse, Dante, hiking or mountain biking, or playing electric guitar. I’m also excited to be marrying my fiancé, Massimo, this fall.

From Travis: 

I joined Fidelis as an advisor after a 20-year career with the Federal Bureau of Investigation (FBI), where I specialized in investigating complex financial fraud. During my time with the Bureau, I also served on the National Virtual Currency Response Team, focusing on cryptocurrency and other virtual currencies. 

In addition to my law enforcement background, I’m a licensed CPA with a broad range of professional experience. I’ve worked as an auditor, owned my own tax practice, and held financial reporting roles at a Fortune 500 company. I’ve also served as Chief Financial Officer in several industries, including construction, restaurant franchising, and healthcare. 

I hold a Bachelor of Science in Accounting from the University of Utah and an MBA from Westminster College in Salt Lake City. When I’m not working, I enjoy traveling with my spouse, spending time with our grandchildren, and managing our small farm, where we raise livestock and honeybees.

From Tina: 

I began my accounting career in 2019 as an intern at an accounting firm in Wichita, Kansas. In the spring of 2025, I joined Fidelis Wealth Advisors as an Administrative Assistant. I’m excited to support our clients and team, and I look forward to making a meaningful difference as I continue to grow in the financial services field. My goal is to help clients work toward their long-term financial success. 

I’m currently pursuing dual degrees in Finance and Accounting at Wichita State University. Originally from Kansas, I grew up in the “Air Capital of the World” and now call Castle Rock, Colorado home. My husband and I have three wonderful kids who keep us on our toes! When I’m not chasing them around, I love spending time outdoors hiking, crafting, doing pottery, dancing, and baking.

From Zach: 

I’m excited to be spending the summer as an intern with Fidelis Wealth Advisors. I’m currently heading into my junior year at Colorado State University, where I’m double majoring in Finance and Computer Science. It’s been a great experience so far learning more about the financial industry while supporting our team and clients. 

Outside of work, I’m all about the outdoors. I love playing basketball, skiing, hiking, running, and just about any activity that gets me outside. I’m also a big movie fan, so if you see me at the front desk, feel free to share your favorite movie, I’m always looking for new recommendations!

Related Posts

Fidelis Wealth Advisors LLC is a registered investment advisor located in Colorado. Fidelis Wealth Advisors LLC and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which Fidelis Wealth Advisors LLC maintains clients. Fidelis Wealth Advisors LLC may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from filing requirements. Fidelis Wealth Advisors LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of Fidelis Wealth Advisors LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Fidelis Wealth Advisors LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by [Fidelis Wealth Advisors LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Fidelis Wealth Advisors LLC, please contact the SEC, FINRA or the state securities regulators for those states in which Fidelis Wealth Advisors LLC  maintains a filing. A copy of Fidelis Wealth Advisors LLC’s current written disclosure statement discussing Fidelis Wealth Advisors LLC’s business operations, service, and fees is available from Fidelis Wealth Advisors LLC upon written request. Fidelis Wealth Advisors LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Fidelis Wealth Advisors LLC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Investment Advisory Services are offered through Fidelis Wealth Advisors, a Registered Investment Adviser.

Brandon Waite

PROFESSIONAL

Brandon is new to the wealth management business, however, he brings many skills useful to the profession because of his prior experience. Brandon has worked in the accounting world auditing hedge funds, venture capital firms, and low-income housing organizations. Assessing business risk and financial GAAP accounting has been his primary focus. He is passionate about the world of finance and helping individuals accomplish their financial dreams.

Brandon graduated from Brigham Young University- Idaho with a bachelor’s degree in accounting. Additionally, he holds two professional designations, Certified Public Accountant (CPA) and Certified Fraud Examiner (CFE).

 

PERSONAL

He lives in Castle Rock with his wife Emily, and their three daughters. Most of his free time consists of taking his daughters to the park, enjoying all types of sports, and watching movies.

Bailey Marudas-Jones

Bailey Marudas-Jones joined Fidelis Wealth Advisors in 2024, where she supports the back office by managing client onboarding and ensuring compliance. She also helps alleviate the team’s workload by handling various administrative tasks and processes. With a deep commitment to efficiency and excellence, Bailey is excited to contribute to the team’s success and help clients navigate their financial journeys at Fidelis Wealth Advisors.
Bailey grew up in Littleton, Colorado, where she still lives. In her free time, she enjoys watching old movies, reading, and learning to sew. She also loves spending time with her family and friends

Karley Winder

PROFESSIONAL
Before joining the firm in 2022, Karley ran several local businesses, selling products in the Castle Rock area and online. Her passion for business inspired her to earn a degree in Financial Management from the University of Colorado Denver. At Fidelis, she has specialized in 401(k) plans and has also developed expertise in client-facing roles as a paraplanner. She holds a Series 65 license and plans to earn her Certified Financial Planner® designation. She is committed to providing a valuable experience that brings clients peace of mind.

PERSONAL

Karley is a Colorado native and grew up here in Castle Rock. She enjoys riding her horse, Dante, hiking and mountain biking the beautiful state of Colorado, 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.

Gabriel Jones

PROFESSIONAL
Gabe started with Fidelis Wealth Advisors as an Investment Research Assistant in 2018, and has an intense passion for investment research.


PERSONAL
Gabe is currently in college to obtain his Bachelors in Finance, and enjoys spending time outside of work hiking and reading.

Dawn Folmer

PROFESSIONAL
Dawn Folmer comes to Fidelis Wealth Advisors with a background in the finance industry, having previous experience with a registered investment advisory firm in Denver. Dawn is a recent graduate of Colorado State University Global, earning a Bachelor of Science degree in Organizational Leadership. As a skilled financial planning assistant, she enjoys the rewarding feeling of helping people reach their financial dreams and retirement goals.

 

PERSONAL
Dawn is a Colorado native and resides in Castle Rock with her family, where they enjoy being adventurous and active in the outdoors. Additionally, she is passionate about travel, food, and playing golf.

Jeff Bullock

PROFESSIONAL
Jeff joined Fidelis Wealth Advisors after spending nearly 10 years working at J.P. Morgan Wealth Management in their Private Bank. As Chief Investment Officer, he is responsible for the overall investment strategy, portfolio construction, and market insights for clients.

 

Jeff held various roles during his decade at J.P. Morgan, including working as an investment specialist on their trading desk, where he was responsible for managing and trading investment portfolios for High Net-Worth families and non-profit foundations throughout the Rocky Mountain region. Jeff helped co-manage over $4.0 billion of investment assets and gained broad experience in portfolio construction and investment strategy, as well as in-depth knowledge in a variety of asset classes and markets. In recent years, Jeff was part of the leadership team that trained new advisors and established an expansion office in Utah.

 

Jeff loves helping people with their money-related questions and management. Very simply, his goal is to help others continuously improve their financial situation, regardless of the current condition. His framework centers around sound advice and proper decision-making by engaging in honest discussion and taking a long-term approach.

 

PERSONAL
Jeff holds a B.S. in Accounting from Brigham Young University. He is a native to Colorado and loves playing golf and being outdoors. He lives in Highlands Ranch with his wife Nicole, and their two children.

Lorie C. Jones, MBA, CFP®

Linkedin-in

PROFESSIONAL
Lorie began working in financial services in 2013 with a Registered Investment Advisory firm in South Denver. She started as a paraplanner and provided technology and operations support before transitioning to a Client Services Manager role with Empower Retirement. There she managed a book of 300+ Core Market plans before joining Fidelis Wealth Advisors.

 

Lorie enjoys the challenges presented by financial planning and is rewarded by helping clients thoroughly understand the complexities of finance so they can be better informed and in control of their planning.

 

In addition to securities licenses, she holds health, life, accident, property, and casualty insurance licenses in the state of Colorado and completed her CERTIFIED FINANCIAL PLANNER™ designation from the CFP® Board of Standards. She is also a member of the Financial Planning Association (FPA).

 

Lorie recently launched the “Fearless Females” podcast, providing a unique space for empowering discussions that inspire women in the financial services industry and beyond. Through insightful interviews and stories, she fosters a community where challenges are met with resilience, amplifying female voices and demonstrating her dedication to fostering inclusivity and fearlessness in finance.

 

PERSONAL
Lorie graduated from Colorado State University with an MBA. She enjoys running and has participated in several marathons and half-marathons around the country. She also enjoys hiking with her family, traveling with her husband David and their five children, and working with the cub scout and boy scout programs, including volunteering with the district.