With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Advisor photo for Adam Strickman

Adam Strickman

CFP®, APMA, CRPC

Private Wealth Advisor

Chief Executive Officer of Ethos Financial Partners
Learn more about Adam Strickman Visit Adam Strickman's website
Advisor photo for Matthew Monks

Matthew Monks

CFP®, CRPC, APMA

Financial Advisor

Managing Partner of Ethos Financial Partners
Learn more about Matthew Monks Visit Matthew Monks's website
Advisor photo for Wayne Verity

Wayne Verity

CRPC, APMA

Financial Advisor

Financial Planning Specialist
Learn more about Wayne Verity Visit Wayne Verity's website
Advisor photo for Jack Venable

Jack Venable

CFP®, APMA, ChFC®, CLU®, CASL®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jack Venable Visit Jack Venable's website
Advisor photo for Jenne Trembley

Jenne Trembley

CFP®, BFA, ChFC®, AEP®, CAP®, APMA, CRPC, CDFA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jenne Trembley Visit Jenne Trembley's website
Advisor photo for Brian Spinnato

Brian Spinnato

CFP®, APMA, CRPC, CRPS

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Brian Spinnato Visit Brian Spinnato's website
Advisor photo for Ryan Ahlstrom

Ryan Ahlstrom

CFP®, APMA

Financial Advisor

Financial Planning Specialist
Learn more about Ryan Ahlstrom Visit Ryan Ahlstrom's website
Advisor photo for Brett Weaver

Brett Weaver

APMA

Financial Advisor

Learn more about Brett Weaver Visit Brett Weaver's website
Advisor photo for Christopher Guzman

Christopher Guzman

APMA

Financial Advisor

Learn more about Christopher Guzman Visit Christopher Guzman's website


Our team

Brandon Johnson

Brandon Johnson

Operations Director

Mary Trauthen

Mary Trauthen

Office Manager,

Human Resource Manager of Ethos Financial Partners
Sarah Kuntz

Sarah Kuntz

Marketing Manager,

Event Planner
June Wade

June Wade

Client Service Manager

Jackson Vance

Jackson Vance

Client Service Manager

Candice Walton, CFP®

Candice Walton, CFP®

Financial Planning Analyst

Qualifications

  • CFP®
  • MSFP
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Tammie Neeley

Tammie Neeley

Financial Planning Analyst,

Certified Public Accountant
Christine Santistevan

Christine Santistevan

Paraplanner

Personal Intro

Christy has been with Ethos Financial Partners since 2004 and is a licensed paraplanner (FINRA Series 7 & 66). She leads up our trading area where she is responsible for all transactions, money movement and oversees ownership changes.

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Karen Seeley

Karen Seeley

Client Service Specialist

Brian Carmin

Brian Carmin

Client Service Specialist

Sarah Risacher

Sarah Risacher

Client Service Specialist

Brian Roskamp

Brian Roskamp

Financial Advisor

Jennifer Kear

Jennifer Kear

Receptionist

Stevie Bell

Stevie Bell

Receptionist

Vanessa Orozco

Vanessa Orozco

Client Service Specialist

Donavan Silva

Donavan Silva

Client Service Specialist