A Meaningful Partnership
Our Team
Sean Gross, CERTIFIED FINANCIAL PLANNER™
Founder & President
A 20 year veteran of the financial planning industry, Sean founded Telos Wealth Management with the unique purpose of offering a more meaningful approach to interacting with families and their wealth.
Sean entered the financial planning industry in 1989 in California. In 1991, he returned to the Leavenworth area where he continues to make his home with his wife of 20 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 advancing Biblical principals in their workplace and in their communities.
Steve Bogen, CERTIFIED FINANCIAL PLANNER™
Wealth Management Consultant
While his previous career as a Marriage and Family Counselor was rewarding, Steve decided, in 1989, to apply his skills to helping families achieve their dreams of financial freedom. Since that time he has gathered a wide range of experience in Wealth Management, from being an independent insurance agent with 30 companies, to his own practice as a full service financial advisor with Ameriprise, and financial planning manager for the seven state Western Region of a national private bank. He was most recently Director of Financial Services for a major CPA firm.
He lives in Wenatchee with his wife Patty and three children, ages 11 to 17, is an active member of Trinity Church and a board member of the River Academy, a Classical and Christian School.
Kathy Blanchat, Director of Client Service
Kathy earned her Business Administration degree, with a minor in Economics, from WSU. Since then, her 12-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 Wealth Management.
Kathy lives in East Wenatchee with her four children Nathan, Aaron, Alyssa and Kale. She enjoys spending time with family and friends, attending or watching sporting events, reading and watching movies.
Reggie Gross, C.F.O. & Director of First Impressions

