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

Adam Strickman

Private Wealth Advisor

Visit Adam Strickman's website
Paul G Kropatsch

Paul G Kropatsch

Private Wealth Advisor

Visit Paul G Kropatsch's website
Matthew Monks

Matthew Monks

Financial Advisor

Visit Matthew Monks's website
Chris Unfug

Chris Unfug

Private Wealth Advisor

Visit Chris Unfug's website
Jack Venable

Jack Venable

Financial Advisor

Visit Jack Venable's website
Brian Spinnato

Brian Spinnato

Private Wealth Advisor

Visit Brian Spinnato's website
Todd Doleshal

Todd Doleshal

Financial Advisor

Visit Todd Doleshal's website
Wayne Verity

Wayne Verity

Financial Advisor

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Andrew Askin

Andrew Askin

Financial Advisor

Visit Andrew Askin's website
Ryan Ahlstrom

Ryan Ahlstrom

Financial Advisor

Visit Ryan Ahlstrom's website
Adam Thein

Adam Thein

Financial Advisor

Visit Adam Thein's website

Team

Derek Del Rio

Derek Del Rio

Operations Director

Mary Trauthen

Mary Trauthen

Office Manager

LaShauna Thomas

LaShauna Thomas

Office Manager

Qualifications

  • Master of Business Administration (MBA)
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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
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Candice Walton

Candice Walton

Financial Planning Analyst

Qualifications

  • CFP®, MSFP
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Renee Montalto

Renee Montalto

Event Planner,

Marketing Specialist
Nora Kirwan

Nora Kirwan

Client Service Coordinator

Tayler Draeger

Tayler Draeger

Client Concierge

Francie Wilson

Francie Wilson

Client Concierge

Karen Seeley

Karen Seeley

Client Service Coordinator

June Wade

June Wade

Client Service Coordinator

Tiffany Valentin

Tiffany Valentin

Client Service Coordinator

Amanda Espinosa

Amanda Espinosa

Client Service Coordinator

Katie Wolfis

Katie Wolfis

Receptionist