Ashish K. Patel, CFP®, CIMA®, CPWA®
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...
Heather Hennigh, CFP®, AIF®
Financial Advisor/ Vice President
Heather Hennigh, a West Texas native, is a CERTIFIED FINANCIAL PLANNER™ professional and Accredited Investment Fiduciary (AIF®) works with clients seeking holistic wealth planning with in-depth financial planning needs.
Julie Flessner
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,...