Our advisors

Adam Strickman

Adam Strickman

Private Wealth Advisor

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

Matthew Monks

Financial Advisor

Managing Partner
Learn more about Matthew Monks Visit Matthew Monks's website
Chris Unfug

Chris Unfug

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Chris Unfug Visit Chris Unfug's website
Jack Venable

Jack Venable

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jack Venable Visit Jack Venable's website
Brian Spinnato

Brian Spinnato

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Brian Spinnato Visit Brian Spinnato's website
Todd Doleshal

Todd Doleshal

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Todd Doleshal Visit Todd Doleshal's website
Wayne Verity

Wayne Verity

Financial Advisor

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

Jenne Trembley

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jenne Trembley Visit Jenne Trembley's website
Andrew Askin

Andrew Askin

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Andrew Askin Visit Andrew Askin's website
Ryan Ahlstrom

Ryan Ahlstrom

Financial Advisor

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

Brett Weaver

Financial Advisor

Learn more about Brett Weaver Visit Brett Weaver's website

Christopher Guzman

Financial Advisor

Learn more about Christopher Guzman Visit Christopher Guzman's website

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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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

Amanda Espinosa

Amanda Espinosa

Client Service Coordinator

Brian Carmin

Brian Carmin

Client Service Coordinator

Bobbi Salkeld

Bobbi Salkeld

Client Service Coordinator

Katie Wolfis

Client Service Coordinator