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.