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Ashish K. Patel, CFP®, CIMA®

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...

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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®) with 11 years of experience helping clients pursue their financial goals. She graduated from...

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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,...

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