Our advisors

Our 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

Personal Intro

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 movement and oversees ownership changes.

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Candice Walton, CFP

Candice Walton, CFP

Financial Planning Analyst

Qualifications

  • CFP®
  • MSFP
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Renee Montalto

Renee Montalto

Marketing Specialist,

Event Planner
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

Client Service Coordinator

Brian Carmin

Brian Carmin

Client Service Coordinator

Bobbi Salkeld

Bobbi Salkeld

Client Service Coordinator