Chrysalis Wealth Management

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Chrysalis Wealth Management
Team photo for Chrysalis Wealth Management

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Advisors

Advisor photo for Adam Strickman

Adam Strickman

CFP®, BFA, APMA®, CRPC

Private Wealth Advisor

Chief Executive Officer of Ethos Financial Partners
Visit Adam Strickman's website
Advisor photo for Matthew Monks

Matthew Monks

CFP®, BFA, CRPC, APMA®

Financial Advisor

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

Wayne Verity

BFA, CRPC, APMA®

Financial Advisor

Financial Planning Specialist
Visit Wayne Verity'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®, BFA, APMA®, CRPC, CRPS

Private Wealth Advisor

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

Ryan Ahlstrom

CFP®, BFA, APMA®

Financial Advisor

Financial Planning Specialist
Visit Ryan Ahlstrom's website
Advisor photo for Saleem Aldawoodi

Saleem Aldawoodi

CFP®, BFA, APMA®

Financial Advisor

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

Grant W Odelberg

BFA, APMA®

Financial Advisor

Visit Grant W Odelberg's website


Team

Mary Trauthen

Mary Trauthen

Office Manager,

Human Resource Manager of Chrysalis Wealth Management
Sarah Kuntz

Sarah Kuntz

Marketing Manager,

Event Planner
Christine Santistevan

Christine Santistevan

Paraplanner

Qualifications

  • Christy has been with Ethos Financial Partners since 2004 and is a licensed paraplanner.

Roles & Responsibilities

  • Christy leads up our trading area where she is responsible for all transactions and money movement.
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Candice Walton

Candice Walton

Financial Planning Analyst

Qualifications

  • CFP®, MSFP
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Tammie Neeley

Tammie Neeley

Financial Planning Analyst

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

Brian Roskamp

Brian Roskamp

Client Service Specialist