CERTIFIED FINANCIAL PLANNER™, Founder & President
After 20 years in the financial planning industry, Sean founded Telos Wealth Management with a unique objective: connecting life purpose with wealth.
Sean began his financial planning career in California in 1989. In 1991, he returned to the Wenatchee Valley where he now lives with his wife of 24 years, Reggie, and their 3 children.
Sean is passionate about his family, loves snow skiing, and longs to become a better tennis player and fly fisherman. Fascinated with the character of great leaders, Sean has recently completed biographies on John Adams, Theodore Roosevelt, and Ronald Reagan.
In addition, Sean is an enthusiastic member of his church and co-founder of The R12 Alliance, an association of Wenatchee Valley business professionals committed to advancing Biblical principals in their workplace and in their communities.
Director of Client Service
Kathy has called the Wenatchee Valley home for over 20 years. She earned her Business Administration degree, with a minor in Economics, in 1985 from Washington State University. Since then, her 13-year financial planning career has included experience as a Client Service Associate, Client Service Manager, and her current role as Director of Client Services for Telos.
Kathy has four children Nathan, Aaron, Alyssa and Kale. She enjoys spending time with family and friends, attending or watching sporting events, playing softball, reading and watching movies.
C.F.O. & Director of First Impressions
Reggie grew-up in Central California where her family had a third generation vineyard. Shortly after she married Sean, they fulfilled his dreams and moved to his childhood stomping grounds in Washington to begin raising children. Never tiring of God's beautiful creation all around, Reggie never looked back! One year after moving to Washington, their first daughter, Devan, was born in 1992. Twenty months later, their son Connor was born. Twelve years later, the Lord allowed Trinity (Reggie's eight year old niece) to be adopted into the Gross family.
Reggie worked in medical reception and administration for a short time in California and Washington until she had her precious children. Together, with Sean, they decided that home education was best suited for their family, so Reggie continued to home make and home school until Sean founded Telos. The timing couldn't have been better for her to step out and help her husband with details of the growing business.
When Reggie isn't standing by her man at home or the office, she enjoys traveling with him, relaxing by the ocean, and cooking for friends and family.