Ethos Financial Partners

At Ethos Financial Partners, we are devoted to helping people live more confident and fulfilled lives by protecting what matters most. To accomplish this, our team of professionals works together to develop a customized roadmap tailored to each client’s values, financial objectives and life goals.


Advisors

Matthew Monks

Matthew Monks

Financial Advisor

Managing Partner
Visit Matthew Monks's website
Chris Unfug

Chris Unfug

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Chris Unfug's website
Jack Venable

Jack Venable

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jack Venable's website
Brian Spinnato

Brian Spinnato

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Brian Spinnato's website
Todd Doleshal

Todd Doleshal

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Todd Doleshal's website
Wayne Verity

Wayne Verity

Financial Advisor

Financial Planning Specialist
Visit Wayne Verity's website
Jenne Trembley

Jenne Trembley

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jenne Trembley's website
Andrew Askin

Andrew Askin

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Andrew Askin's website
Ryan Ahlstrom

Ryan Ahlstrom

Financial Advisor

Financial Planning Specialist
Visit Ryan Ahlstrom's website
Brett Weaver

Brett Weaver

Financial Advisor

Visit Brett Weaver's website

Team

Derek Del Rio

Derek Del Rio

Operations Director

Mary Trauthen

Mary Trauthen

Office Manager

LaShauna Thomas

LaShauna Thomas

Office Manager

Qualifications

  • Master of Business Administration (MBA)
View more
Gwen Reed, CPA

Gwen Reed, CPA

Financial Planning Analyst

Christine Santistevan

Christine Santistevan

Paraplanner

Candice Walton, CFP<sup>®</sup>

Candice Walton, CFP®

Financial Planning Analyst,

CERTIFIED FINANCIAL PLANNER™ professional

Qualifications

  • Master of Science in Personal Fiancial Planning
View more
Tayler Draeger

Tayler Draeger

Client Concierge

Francie Wilson

Francie Wilson

Client Concierge

Karen Seeley

Karen Seeley

Client Service Coordinator

June Wade

June Wade

Client Service Coordinator

Amanda Espinosa

Amanda Espinosa

Client Service Coordinator

Brian Carmin

Brian Carmin

Client Service Coordinator

Bobbi Salkeld

Bobbi Salkeld

Client Service Coordinator

Roseanne Scheske

Roseanne Scheske

Client Service Coordinator

Saleem Aldawoodi

Saleem Aldawoodi

Client Service Coordinator

Brett Bowman

Brett Bowman

Intern

Katie Wolfis

Client Service Coordinator