Ethos Financial Partners

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 Ethos Financial Partners
Team photo for Ethos Financial Partners

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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 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
Advisor photo for Brian Roskamp

Brian Roskamp

BFA, APMA®

Financial Advisor

Visit Brian Roskamp's website
Advisor photo for Daniel Herda

Daniel Herda

CFP®, BFA, APMA®

Financial Advisor

Visit Daniel Herda's website


Team

Brandon Johnson, MBA, BFA™

Brandon Johnson, MBA, BFA™

Operations Director

Qualifications

  • BFA™

  • MBA

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Svitlana Murtha, MBA, BFA™

Svitlana Murtha, MBA, BFA™

Business Development Director

Qualifications

  • BFA™

  • MBA

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Mary Trauthen

Mary Trauthen

Office Manager,

Human Resource Manager of Ethos Financial Partners
Sarah Kuntz, BFA™

Sarah Kuntz, BFA™

Marketing Manager

Qualifications

  • BFA™

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June Wade, BFA™

June Wade, BFA™

Client Service Manager

Qualifications

  • BFA

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Jackson Vance, BFA™

Jackson Vance, BFA™

Client Service Manager

Qualifications

  • BFA

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Christine Santistevan

Christine Santistevan

Paraplanner

Candice Walton, CFP®, BFA™

Candice Walton, CFP®, BFA™

Financial Planning Analyst

Qualifications

  • CFP®

  • BFA™

  • MSFP

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Kate Nappi, CFP®

Kate Nappi, CFP®

Financial Planning Analyst

Qualifications

  • CFP

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Jennifer Geiger

Jennifer Geiger

Receptionist

Stevie Bell

Stevie Bell

Receptionist

Karen Seeley

Karen Seeley

Client Service Specialist

Vanessa Orozco

Vanessa Orozco

Client Service Specialist

Laura Mosman

Laura Mosman

Client Service Specialist

Dhruv Gahlot

Dhruv Gahlot

Client Service Specialist

Fernanda Guzman

Fernanda Guzman

Client Service Specialist

David Lettinga, BFA™

David Lettinga, BFA™

Client Concierge

Qualifications

  • BFA

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