The Team

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.

Our Advisors

Matthew Monks

Matthew Monks

Financial Advisor

More about me...

Designations

CFP®, CRPC®, APMA®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies

Education

Bachelor of Science, Journalism - University of Colorado, Boulder, CO
CA Insurance #0H10888

VISIT MY WEBSITE

Chris Unfug

Chris Unfug

Private Wealth Advisor

More about me...

Designations

CFP®, BFA

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Investments
CA Insurance #0B75776 AR License #1607307

VISIT MY WEBSITE

Jack Venable

Jack Venable

Financial Advisor

More about me...

Designations

CFP®, APMA®, ChFC®, CLU®, CASL®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies

Education

Bachelor of Science, Astrophysics - Michigan State University, East Lansing, MI, Masters of Engineering Management - St. Martin's College
CA Insurance #0D98613

VISIT MY WEBSITE

Brian Spinnato

Brian Spinnato

Financial Advisor

More about me...

Designations

CFP®, APMA®, CRPC®, CRPS®

Top Areas of Focus

  • Investments
  • Tax Planning Strategies
  • Family Finances

Education

Bachelor of Arts, History - Metropolitan State College of Denver, Denver, CO, Masters of Arts, Education and Administration - University of Phoenix, Phoenix, AZ
CA Insurance #0M61778

VISIT MY WEBSITE

Todd Doleshal

Todd Doleshal

Financial Advisor

More about me...

Designations

CFP®, CLTC®, CFS®, CLU®, ChFC®

Top Areas of Focus

  • Retirement Income Strategies
  • Investments
  • Saving for Education

Education

Bachelor of Arts, Economics - Grinnell College, Grinnell, IA
CA Insurance #0I49140

VISIT MY WEBSITE

Wayne Verity

Wayne Verity

Financial Advisor

More about me...

Designations

CRPC®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies

Education

BBA, Business & Economics Minor - James Madison University, Harrisonburg, Virginia
CA Insurance #0F03317

VISIT MY WEBSITE

Jennifer Trembley

Jennifer Trembley

Financial Advisor

More about me...

Designations

CFP®, CAP®, BFA, ChFC®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies

Education

University of Pennsylvania, College for Financial Planning®, The American College
CA Insurance #0F39678

VISIT MY WEBSITE

Andrew Askin

Andrew Askin

Financial Advisor

More about me...

Designations

CFP®, APMA®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution

Education

Bachelor of Science, Business - Arizona State University, Tempe, AZ
CA Insurance #0I31973

VISIT MY WEBSITE

Ryan Ahlstrom

Ryan Ahlstrom

Financial Advisor

More about me...

Designations

CFP®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Tax Planning Strategies

Education

Bachelor of Science, Finance - Utah State University, Logan, UT

VISIT MY WEBSITE

Elise Anderson

Elise Anderson

Financial Advisor

More about me...

Designations

APMA®

Top Areas of Focus

  • Social Security Retirement Benefits
  • Saving for Education
  • Estate Planning Strategies
CA Insurance #0L89608

VISIT MY WEBSITE

Adam Thein

Adam Thein

Financial Advisor

More about me...

Designations

APMA®

Top Areas of Focus

  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Charitable Giving

VISIT MY WEBSITE

Los Griego

Los Griego

Financial Advisor

More about me...

Designations

APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Family Finances

Education

University of New Mexico- Bachelor's Degree
CA Insurance #0M79923

VISIT MY WEBSITE

Brett Weaver

Brett Weaver

Financial Advisor

More about me...

Designations

APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management

Education

B.S., Biology - Metropolitan State University of Denver, 2011, Associates of Natural Science, Front Range Community College

VISIT MY WEBSITE

Our Staff

Derek Del Rio

Derek Del Rio

Operations Director

Mary Trauthen

Mary Trauthen

Office Manager

Gwen Reed, CPA

Gwen Reed, CPA

Financial Planning Analyst

Gage Bisel

Gage Bisel

Client Service Specialist

Christine Santistevan

Christine Santistevan

Paraplanner

Renee Montalto

Renee Montalto

Event Planner

Marketing Specialist
Nora Kirwan

Nora Kirwan

Client Service Specialist

Tayler Draeger

Tayler Draeger

Client Concierge

Shonda Story

Shonda Story

Client Service Coordinator

Karen Seeley

Karen Seeley

Client Service Coordinator

Katie Wolfis

Katie Wolfis

Client Service Coordinator

Kennede Reese

Kennede Reese

Client Service Coordinator

Francie Wilson

Francie Wilson

Client Concierge

Candice Walton, CFP<sup>®</sup>

Candice Walton, CFP®

Financial Planning Analyst

CERTIFIED FINANCIAL PLANNER™ professional
More about me...

Qualifications

  • Master of Science in Personal Fiancial Planning