Ethos Financial Partners

Advisors

Adam Strickman

Adam Strickman

Private Wealth Advisor

Chief Executive Officer of Ethos Financial Partners
Visit Adam Strickman's website
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
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

Gwen Reed, CPA

Gwen Reed, CPA

Financial Planning Analyst

Christine Santistevan

Christine Santistevan

Paraplanner

Qualifications

  • 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 moveme
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Candice Walton

Candice Walton

Financial Planning Analyst

Qualifications

  • CFP®, MSFP
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Tayler Draeger

Tayler Draeger

Client Concierge

Francie Wilson

Francie Wilson

Client Concierge

Brian Carmin

Brian Carmin

Client Service Coordinator

Karen Seeley

Karen Seeley

Client Service Coordinator

June Wade

June Wade

Client Service Coordinator

Amanda Espinosa

Amanda Espinosa

Client Service Coordinator

Roseanne Scheske

Roseanne Scheske

Client Service Coordinator

Saleem Aldawoodi

Saleem Aldawoodi

Client Service Coordinator

Bobbi Salkeld

Bobbi Salkeld

Client Service Coordinator