5444 Westheimer Rd
Financial Advisor / President
Ashish K. Patel, CFP, CIMA, is the President and Financial Advisor of Ethos Wealth Planning. Working directly with clients, Ashish creates and orchestrates comprehensive planning strategies in support of short- and long-term goal...
Financial Advisor/ Vice President
Heather Hennigh, a West Texas native, is a CERTIFIED FINANCIAL PLANNER™ professional and Accredited Investment Fiduciary (AIF®) with 11 years of experience helping clients pursue their financial goals. She graduated from...
Client Services Associate
Julie Flessner brings over a decade of experience in client services to Ethos Wealth Planning. Julie graduated from University of Houston with a Bachelor’s degree in Information Systems Technology. After graduation,...