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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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WEBSITE DISCLOSURE

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 registered, or qualifies for an exemption or exclusion from registration 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.

 

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by Fidelis Wealth Advisors, LLC) made reference to directly or indirectly by Fidelis Wealth Advisors, LLC in its web site, or indirectly by a link to an unaffiliated third party web site, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deductions of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. Certain portions of Fidelis Wealth Advisors, LLC’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Fidelis Wealth Advisors, LLC’s (and those of other investment and non-investment professionals) positions and/or recommendations of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendations(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Fidelis Wealth Advisors, LLC, or form any other investment professional. Fidelis Wealth Advisors, LLC is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

 

To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to Fidelis Wealth Advisors, LLC’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Fidelis Wealth Advisors, LLC, or from any other investment professional.

 

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of these web-sites provided here, you are leaving this site. Fidelis Wealth Advisors, LLC makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving Fidelis Wealth Advisors, LLC’s web-site and assume total responsibility and risk for your use of the sites you are linking to.

 

Website Privacy:
Fidelis Wealth Advisor is concerned about your right to privacy. When you visit our website, the following data is collected:

  • The type of browser used
  • Geographical region the connection is originating from
  • Date and time of the connection
  • Pages visited during the connection
  • Date and time the connection was severed

This information is used to determine traffic patterns on the site. Any personal correspondence to us that originates from this site via one of the email/subscribe links will be for internal use only and treated confidentially. We do not disclose personal information to any third-party without consent. Additional privacy information can be found on our privacy statement.

If you have questions or concerns about our policy, please contact us at 303-800-4683 or by email at loyalty@fidelis-wealth.com.

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.

Jessica Knox

PROFESSIONAL

Jessica joins Fidelis Wealth Advisors as a Leeds School of Business ’24 MBA Candidate focusing on Marketing. Previously, Jessica worked for the St. Louis Blues as the Youth Hockey Coordinator growing the game through various programs in the greater St. Louis area. Jessica also worked at the Indianapolis Motor Speedway organizing ticket distribution for events such as the Indianapolis 500. After graduating from Ball State University with an honors degree in Journalism, Jessica opted to work for a local youth hockey organization in the Indianapolis area. Jessica enjoys providing others with “Aha” moments and empowering them to achieve more than they ever thought possible.

 

PERSONAL

Jessica grew up in Muncie, Indiana and slowly moved west because of her professional career. When not pursuing academic endeavors or working, Jessica is exploring new adventures through a variety of activities ranging from her daily walks as an active dog sitter to discovering and writing stories of all sorts.

Karley Winder

PROFESSIONAL
Karley Winder started at Fidelis Wealth Advisors in 2022. Currently, she is pursuing her bachelor’s degree in financial management at the University of Colorado Denver business school. At Fidelis, she specializes in working with clients on their 401k plans and is dedicated to providing a valuable and quality experience for them. Karley also has several years of entrepreneurial experience from starting her own local businesses in the past. She has sincere interest in finance and is eager to continue gaining experience in the field alongside her education.

PERSONAL

Karley is a Colorado native and has lived in Castle Rock since she was a young girl. She enjoys horseback riding, Pilates, and mountain biking in her free time.

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.

Skye Fineran

PROFESSIONAL
Skye comes to Fidelis Wealth Advisors as an Administrative Assistant in 2021 and is a recent graduate from West Texas A&M University. There she earned a Bachelor of Business Administration in Management. Skye also completed Amarillo College’s paralegal certification program. Skye enjoys the rewarding feeling of helping clients to achieve their financial goals and looks forward to making a difference at Fidelis Wealth Advisors.

 

PERSONAL
Skye grew up in Tecumseh, Michigan and currently resides in Castle Rock, Colorado with her family. Skye loves art history, playing golf, and spending time with her family and friends.

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.