In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Our advisors

Adam Strickman

Adam Strickman

CFP®, APMA®, CRPC®

Private Wealth Advisor

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

Matthew Monks

CFP®, CRPC®, APMA®

Financial Advisor

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

Chris Unfug

CFP®, BFA

Private Wealth Advisor

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

Jack Venable

CFP®, APMA®, ChFC®, CLU®, CASL®

Financial Advisor

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

Brian Spinnato

CFP®, APMA®, CRPC®, CRPS®

Private Wealth Advisor

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

Todd Doleshal

CFP®, CLTC®, CFS®, CLU®, ChFC®

Financial Advisor

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

Wayne Verity

CRPC®, APMA®

Financial Advisor

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

Jenne Trembley

CFP®, ChFC®, AEP®, CAP®, APMA®

Financial Advisor

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

Andrew Askin

CFP®, APMA®

Financial Advisor

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

Ryan Ahlstrom

CFP®, APMA®

Financial Advisor

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

Brett Weaver

APMA®

Financial Advisor

Learn more about Brett Weaver Visit Brett Weaver's website
Christopher Guzman

Christopher Guzman

APMA®

Financial Advisor

Learn more about Christopher Guzman Visit Christopher Guzman's website

Our team

Jade Beazley

Jade Beazley

Operations Director,

Chief Operating Officer
Mary Trauthen

Mary Trauthen

Office Manager,

Human Resource Manager
Gwen Reed, CPA

Gwen Reed, CPA

Financial Planning Analyst

Kalie Wankum

Kalie Wankum

Marketing Manager,

Event Planner
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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Saleem Aldawoodi

Saleem Aldawoodi

Financial Planning Assistant,

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR℠
June Wade

June Wade

Client Service Specialist

Karen Seeley

Karen Seeley

Client Service Specialist

Brian Carmin

Brian Carmin

Client Service Specialist

Mikel Ortiz

Client Service Specialist

David Sawyer

Client Service Specialist

Jackson Vance

Client Service Specialist

Bobbi Salkeld

Bobbi Salkeld

Client Service Specialist

Christian Salazar

Christian Salazar

Client Service Specialist

Sarah Risacher

Client Service Specialist

Jennifer King

Receptionist