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.

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Team photo for Ethos Financial Partners
Team photo for Ethos Financial Partners

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Advisors

Advisor photo for Matthew Monks

Matthew Monks

CFP®, CRPC, APMA

Financial Advisor

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

Wayne Verity

CRPC, APMA

Financial Advisor

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

Jack Venable

CFP®, APMA, ChFC®, CLU®, CASL®

Financial Advisor

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

Brian Spinnato

CFP®, APMA, CRPC, CRPS

Private Wealth Advisor

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

Ryan Ahlstrom

CFP®, APMA

Financial Advisor

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

Brett Weaver

APMA

Financial Advisor

Visit Brett Weaver's website
Advisor photo for Chris Unfug

Chris Unfug

CFP®, BFA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Chris Unfug's website
Advisor photo for Christopher Guzman

Christopher Guzman

APMA

Financial Advisor

Visit Christopher Guzman's website
Advisor photo for Saleem Aldawoodi

Saleem Aldawoodi

APMA

Financial Advisor

Visit Saleem Aldawoodi's website
Advisor photo for Grant W Odelberg

Grant W Odelberg

Financial Advisor

Visit Grant W Odelberg's website


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

Candice Walton

Financial Planning Analyst

Tammie Neeley

Tammie Neeley

Financial Planning Analyst

Christine Santistevan

Christine Santistevan

Paraplanner

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

Client Service Specialist

Vanessa Orozco

Vanessa Orozco

Client Service Specialist

Jennifer Kear

Jennifer Kear

Receptionist

Stevie Bell

Stevie Bell

Receptionist

Donavan Silva

Donavan Silva

Client Service Specialist