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Fidelis Wealth Advisors

Fidelis Wealth Advisors


Financial Planning ConsultantsRetirement Planning Service

About Us

We put your interests first to give you peace of mind that lasts.
You work hard to achieve your goals so you need your financial advisor to work just as hard to make them count for something. Fidelis Wealth Advisors has a vested interest in your long-term financial success. We take the time to understand what’s truly important to you and craft an individual, holistic financial plan to help you live confidently and independently.


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Rep/Contact Info

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Jeff Bullock
Chief Investment Officer
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Rilee Erickson
Administrative Assistant
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Skye Fineran
Administrative Assistant
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Lorie Jones, MBA, CFP®
Chief Financial Officer/ Operations | Financial Planner
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Nancy Tagovailoa
Senior Administrative Assistant
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Samuel R. Tenney, CFP®, AIF®
Chief Executive Officer | Financial Planner
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Karley Winder
Research Assistant

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