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

Adam Strickman

Adam Strickman

Private Wealth Advisor

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Designations

CFP®, APMA®, CRPC®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies

Education

Bachelor of Arts, Finance - New Mexico State University, Las Cruces, NM
CA Insurance #0M11821

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Matthew Monks

Matthew Monks

Financial Advisor

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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

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Chris Unfug

Chris Unfug

Private Wealth Advisor

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Designations

CFP®, BFA

Top Areas of Focus

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

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Jack Venable

Jack Venable

Financial Advisor

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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

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Todd Doleshal

Todd Doleshal

Financial Advisor

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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

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Wayne Verity

Wayne Verity

Financial Advisor

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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

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Jennifer Trembley

Jennifer Trembley

Financial Advisor

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Designations

CFP®, ChFC®, CAP®, APMA®, CDFA®

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

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Andrew Askin

Andrew Askin

Financial Advisor

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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

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Ryan Ahlstrom

Ryan Ahlstrom

Financial Advisor

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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

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Elise Anderson

Elise Anderson

Financial Advisor

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Designations

APMA®

Top Areas of Focus

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

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Adam Thein

Adam Thein

Financial Advisor

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Designations

APMA®

Top Areas of Focus

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

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Los Griego

Los Griego

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Family Finances

Education

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

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Brett Weaver

Brett Weaver

Financial Advisor

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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

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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

Christine Santistevan

Christine Santistevan

Paraplanner

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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
Candice Walton

Candice Walton

Financial Planning Analyst

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Contact

970.549.2022

Qualifications

  • CFP®, MSFP
Renee Montalto

Renee Montalto

Event Planner

Marketing Specialist
Nora Kirwan

Nora Kirwan

Client Service Specialist

Tayler Draeger

Tayler Draeger

Client Concierge

Francie Wilson

Francie Wilson

Client Concierge

Karen Seeley

Karen Seeley

Client Service Coordinator

Kennede Reese

Kennede Reese

Client Service Coordinator

June Wade

June Wade

Client Service Coordinator

Tiffany Valentin

Tiffany Valentin

Client Service Coordinator

Amanda Espinosa

Amanda Espinosa

Client Service Coordinator

Shonda Story

Shonda Story

Client Service Coordinator

Katie Wolfis

Katie Wolfis

Receptionist