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

CFP®, CRPC®, APMA®

Financial Advisor

Managing Partner of Ethos Financial Partners
Visit Matthew Monks's website
Chris Unfug

Chris Unfug

CFP®, BFA

Private Wealth Advisor

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

Jack Venable

CFP®, APMA®, ChFC®, CLU®, CASL®

Financial Advisor

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

Brian Spinnato

CFP®, APMA®, CRPC®, CRPS®

Private Wealth Advisor

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

Todd Doleshal

CFP®, CLTC®, CFS®, CLU®, ChFC®

Financial Advisor

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

Wayne Verity

CRPC®, APMA®

Financial Advisor

Financial Planning Specialist
Visit Wayne Verity's website
Jenne Trembley

Jenne Trembley

CFP®, ChFC®, AEP®, CAP®, APMA®

Financial Advisor

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

Andrew Askin

CFP®, APMA®

Financial Advisor

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

Ryan Ahlstrom

CFP®, APMA®

Financial Advisor

Financial Planning Specialist
Visit Ryan Ahlstrom's website
Brett Weaver

Brett Weaver

APMA®

Financial Advisor

Visit Brett Weaver's website
Christopher Guzman

Christopher Guzman

APMA®

Financial Advisor

Visit Christopher Guzman's website

Team

Jade Beazley

Jade Beazley

Operations Director,

Chief Operating Officer
Mary Trauthen

Mary Trauthen

Office Manager,

Human Resource Manager
Gwen Reed, CPA

Gwen Reed, CPA

Financial Planning Analyst

Kalie Wankum

Kalie Wankum

Marketing Manager,

Event Planner
Christine Santistevan

Christine Santistevan

Paraplanner

Candice Walton

Candice Walton

Financial Planning Analyst

Saleem Aldawoodi

Saleem Aldawoodi

Financial Planning Assistant,

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR℠
June Wade

June Wade

Client Service Specialist

Karen Seeley

Karen Seeley

Client Service Specialist

Brian Carmin

Brian Carmin

Client Service Specialist

Mikel Ortiz

Client Service Specialist

David Sawyer

Client Service Specialist

Jackson Vance

Client Service Specialist

Christian Salazar

Christian Salazar

Client Service Specialist

Sarah Risacher

Client Service Specialist

Bobbi Salkeld

Bobbi Salkeld

Client Service Specialist

Jennifer King

Receptionist