Our advisors

Our team

Derek Del Rio

Derek Del Rio

Operations Director

Mary Trauthen

Mary Trauthen

Office Manager

Gwen Reed, CPA

Gwen Reed, CPA

Financial Planning Analyst

Gage Bisel

Gage Bisel

Client Service Coordinator

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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Renee Montalto

Renee Montalto

Marketing Specialist,

Event Planner
Nora Kirwan

Nora Kirwan

Client Service Coordinator

Roberta Jaramillo

Roberta Jaramillo

Client Service Coordinator

Tayler Draeger

Tayler Draeger

Client Concierge

Shonda Story

Shonda Story

Client Service Coordinator

Karen Seeley

Karen Seeley

Client Service Coordinator

Ashkan Etemadi

Ashkan Etemadi

Client Concierge

Candice Walton

Candice Walton

Financial Planning Analyst

Qualifications

  • CFP®
  • MSFP
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