Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Alexander H. Nikpour CFP®

Partner, Ethos Family Office

lnikpour@ethosfg.com

Lex is a Partner of Ethos Family Office and Institutional client services. He provides strategic advice to families, professionals, and businesses in respects to their investment planning and cash flow management, risk mitigation,...
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Christina Beattie

Senior Advisor Operations Associate

cbeattie@ethosfg.com

Christina is responsible for overseeing and managing the operational and client service process at Ethos Financial Group. She is uniquely specialized in the intersection of financial planning, administration, and operations. Prior to...
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Dania Tanguis

Senior Advisor

225-766-4885

dtanguis@peterswealth.com

Dania brings over 20 years of experience assisting clients in accumulating and protecting wealth. Over the course of her career, Dania has worked with several national and regional investment firms and has gained a broad understanding...

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Daniel Guy, CFA, CAIA

Managing Partner

Dan is a member of Ethos’ management committee and is responsible for the implementation and management of the Ethos Adviser Platform for it’s adviser clients. Dan leverages his prior COO role to deliver the highest value...

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Dustin Dowling

Partner, Peters Wealth Advisors

225-766-4885

dustin@peterswealth.com

Dustin Dowling is the Managing Partner.  An alumnus of Louisiana Tech University, Dustin spearheads new client development.  Prior to joining Peters Wealth Advisors, Dustin served in a business development and sales role with...

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Jacob W. Stull

Financial Advisor

Jake provides families and business owners with individualized wealth creation strategies. His main objective is to help clients reach their financial goals through catering to each unique situation.After graduating from Frostburg...
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James Judge, CFA, MBA

Partner , President

Jim is a member of Ethos’ management committee and is responsible for the broad development of adviser service, practice management and recruiting. Previously, Jim oversaw a $2 billion RIA in the Philadelphia suburbs. Jim...

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Jamie Stapf

Partner, Ethos Family Office

jstapf@ethosfg.com

Jamie is a senior partner in the Multi-Family Office and Institutional client service groups. She has been assisting families and institutional clients in all aspects of account maintenance including, consolidated reporting, operations...

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Jeff Wrabel

Senior Advisor, Front Street Financial

jeff@frontstreetfin.com

Jeff Wrabel has been in the Financial Services industry for over 30 years. He began his career in 1991 as a Banking Analyst with Dauphin Deposit Bank & Trust in Harrisburg, Pennsylvania. Jeff eventually joined Hopper Soliday & Company,...

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John Santini

Senior Advisor

jsantini@ethosfg.com

Professionally, along with my team of specialists, I provide goals-based wealth management to affluent families, accomplished professionals and successful business owners. I am very passionate about cultivating long lasting...

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Michael McConahy, CRPC

Partner, Front Street Financial

717-562-0701

mike@frontstreetfin.com

Mike is a Financial Advisor at Front Street Financial. After graduating from Frostburg State University with a degree in mathematics and minor in actuarial science, Mike entered the financial services field in 1997. He worked for a...
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Michael Malone

Senior Advisor, Michael Malone Investment Advisory

mmalone@ethosfg.com

Mike created Swarthmore Investment, LLC in 2004 with the objective of investing intelligently one client at a time. At the end of 2016, Mike changed the name of his firm to Michael Malone Investment Advisory to more fully reflect that...
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Quentin Sturm, JD, CPA

Director of Estate Planning

Quentin is a J.D., C.P.A. and a Managing Member at Tritium who specializes in business succession and wealth planning. He is formerly a National Director of the estate planning practice of Coopers & Lybrand in Philadelphia and also has...

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Ray Micaletti

Chief Investment Officer

rmicaletti@ethosfg.com

Raymond Micaletti, Ph.D., is the Chief Investment Officer (CIO) of early-stage startup Allio Finance, a business-to-consumer micro-investing robo-adviser. In this role, Ray oversees the firm's investment activities, risk management,...
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Robert J. Bagonis, Jr.

Partner, Ethos Financial Group

Robert Bagonis specializes in quantitative analysis, financial modeling and integrated insurance design. In a short timeframe, Robert became the youngest manager and senior strategist of the advanced sales team of one of New England...

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Tony Betancourt CFP®

Senior Financial Advisor

7326706674

tony@ascendant360.com

Prior to this, I was the President of Betancourt Financial Services for the past 21 years and have been in the financial services industry for over 33 years.I specialize in helping affluent families, young professionals and business...

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William Lane III, CIMA

Partner, Ethos Family Office

wlane@ethosfg.com

Bill heads up Ethos Family Office and Institutional client service. He provides strategic counsel to families and entrepreneurs, including Set-Up and Best Practice Consultation, Global Custody and Prime Brokerage, Consolidated...

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