With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.

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Team photo

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Our advisors

Adam Strickman

CFP®, BFA, APMA®, CRPC

Private Wealth Advisor

Chief Executive Officer of Ethos Financial Partners
Learn more about Adam Strickman Visit Adam Strickman's website

Matthew Monks

CFP®, BFA, CRPC, APMA®

Financial Advisor

Managing Partner of Ethos Financial Partners
Learn more about Matthew Monks Visit Matthew Monks's website

Wayne Verity

BFA, CRPC, APMA®

Financial Advisor

Financial Planning Specialist
Learn more about Wayne Verity Visit Wayne Verity's website

Jack Venable

CFP®, BFA, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Jack Venable Visit Jack Venable's website

Jenne Trembley

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

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Jenne Trembley Visit Jenne Trembley's website

Brian Spinnato

CFP®, BFA, APMA®, CRPC, CRPS

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Brian Spinnato Visit Brian Spinnato's website

Ryan Ahlstrom

CFP®, BFA, APMA®

Financial Advisor

Financial Planning Specialist
Learn more about Ryan Ahlstrom Visit Ryan Ahlstrom's website

Saleem Aldawoodi

CFP®, BFA, APMA®

Financial Advisor

Learn more about Saleem Aldawoodi Visit Saleem Aldawoodi's website

Grant W Odelberg

BFA, APMA®

Financial Advisor

Learn more about Grant W Odelberg Visit Grant W Odelberg's website

Andrew Elam

BFA, APMA®

Financial Advisor

Learn more about Andrew Elam Visit Andrew Elam's website

Brian Roskamp

BFA, APMA®

Financial Advisor

Learn more about Brian Roskamp Visit Brian Roskamp's website

Daniel Herda

BFA, APMA®

Financial Advisor

Learn more about Daniel Herda Visit Daniel Herda's website


Our team

Brandon Johnson, BFA™

Brandon Johnson, BFA™

Operations Director

Qualifications

  • BFA™

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Svitlana Murtha, BFA™

Svitlana Murtha, BFA™

Business Development Director

Qualifications

  • BFA™

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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

June Wade

Client Service Manager

Jackson Vance

Jackson Vance

Client Service Manager

Damon Bonelli, BFA™

Damon Bonelli, BFA™

Client Concierge

Qualifications

  • BFA™

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Amelia McCalpin

Amelia McCalpin

Client Concierge

David Lettinga

David Lettinga

Client Concierge

Christine Santistevan

Christine Santistevan

Paraplanner

Candice Walton, CFP®, BFA™

Candice Walton, CFP®, BFA™

Financial Planning Analyst

Qualifications

  • CFP®

  • BFA™

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Kate Nappi

Kate Nappi

Financial Planning Analyst

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

Fernanda Guzman

Fernanda Guzman

Client Service Specialist

Dhruv Gahlot

Dhruv Gahlot

Client Service Specialist