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

Adam Strickman, Private Wealth Advisor serving the Albuquerque, NM area - Ameriprise Advisors

Adam Strickman

CFP®, APMA®, CRPC®

Private Wealth Advisor

Chief Executive Officer of Ethos Financial Partners
Visit Adam Strickman's website
Matthew Monks, Financial Advisor serving the Albuquerque, NM area - Ameriprise Advisors

Matthew Monks

CFP®, CRPC®, APMA®

Financial Advisor

Managing Partner of Ethos Financial Partners
Visit Matthew Monks's website
Chris Unfug, Private Wealth Advisor serving the Albuquerque, NM area - Ameriprise Advisors

Chris Unfug

CFP®, BFA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Chris Unfug's website
Jack Venable, Financial Advisor serving the Albuquerque, NM area - Ameriprise Advisors

Jack Venable

CFP®, APMA®, ChFC®, CLU®, CASL®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jack Venable's website
Todd Doleshal, Financial Advisor serving the Albuquerque, NM area - Ameriprise Advisors

Todd Doleshal

CFP®, CLTC®, CFS®, CLU®, ChFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Todd Doleshal's website
Wayne Verity, Financial Advisor serving the Albuquerque, NM area - Ameriprise Advisors

Wayne Verity

CRPC®, APMA®

Financial Advisor

Financial Planning Specialist
Visit Wayne Verity's website
Jenne Trembley, Financial Advisor serving the Albuquerque, NM area - Ameriprise Advisors

Jenne Trembley

CFP®, ChFC®, AEP®, CAP®, APMA®, CRPC®, CDFA®, BFA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jenne Trembley's website
Ryan Ahlstrom, Financial Advisor serving the Albuquerque, NM area - Ameriprise Advisors

Ryan Ahlstrom

CFP®, APMA®

Financial Advisor

Financial Planning Specialist
Visit Ryan Ahlstrom's website
Brett Weaver, Financial Advisor serving the Albuquerque, NM area - Ameriprise Advisors

Brett Weaver

APMA®

Financial Advisor

Visit Brett Weaver's website
Christopher Guzman, Financial Advisor serving the Albuquerque, NM area - Ameriprise Advisors

Christopher Guzman

APMA®

Financial Advisor

Visit Christopher Guzman's website
Saleem Aldawoodi, Financial Advisor serving the Albuquerque, NM area - Ameriprise Advisors

Saleem Aldawoodi

APMA®

Financial Advisor

Visit Saleem Aldawoodi's website
Grant W Odelberg, Financial Advisor serving the Albuquerque, NM area - Ameriprise Advisors

Grant W Odelberg

APMA®

Financial Advisor

Visit Grant W Odelberg'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

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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June Wade

June Wade

Client Service Specialist

Karen Seeley

Karen Seeley

Client Service Specialist

Brian Carmin

Brian Carmin

Client Service Specialist

Jackson Vance

Jackson Vance

Client Service Specialist

Christian Salazar

Christian Salazar

Client Service Specialist

Sarah Risacher

Sarah Risacher

Client Service Specialist

Jennifer King

Jennifer King

Receptionist