Your Purpose. Our Passion.


Sean Gross
CERTIFIED FINANCIAL PLANNER™, Co-Founder & CEO

Sean had the privilege of growing in up in Leavenworth, WA, working on his family's apple and pear orchard. He began his financial planning career in 1989, the same year he and his wife, Reggie, were married. Having raised all three of their children in the Leavenworth area, Sean and Reggie are delighted to now call Wenatchee home.

After 20 years in the financial planning industry, Sean founded Telos Wealth Management in 2007 with a unique objective: connecting life purpose with wealth.

Sean is passionate about his faith and family, and enjoys long-distance dual sport motorcycle riding, snow skiing, and cooking, while longing to become a better tennis player and fly fisherman. Fascinated with the character of great leaders, world history, and economics, his favorite books are historical biographies, non-fiction novels, and works by authors associated with the Austrian school of economics.

In addition, Sean is an enthusiastic member of his church, past President of the Leavenworth Winter Sports Club, and co-founder of the former R12 Alliance, an association of Wenatchee Valley business professionals committed to the application of Biblical principles in their workplace and in their communities.

 

Brad VanderVelde 
Research Analyst

Brad moved to Wenatchee in the winter of 2019 seeking a strong and safe community to raise his family. He and his wife Hailey (who grew up in Wenatchee) are excited to raise their two daughters in this beautiful part of the country. Brad is passionate about his faith and family first and foremost. He loves all racquet sports but is currently hooked on pickleball, and enjoys hiking, winter sports, and reading. His latest interest is in the fascinating world of wine. He and Hailey are trying to go to every winery in Central Washington.

He started his career in public accounting obtaining his CPA license in 2016. He had the privilege of working for three separate firms: a large international accounting firm in downtown Chicago, a national firm focusing on faith-based nonprofits in Colorado Springs, and a local accounting firm in Wenatchee.

While in the accounting profession, Brad found himself often researching market trends, investment vehicles, and tax strategies out of curiosity. He soon found himself informing friends and family about what he’d learned each day. Helping others navigate the complexities of the financial market quickly became a passion of Brad’s and led him to joining Telos. Brad is currently working towards obtaining his securities licenses followed by the Certified Financial Planner® designation.

Brad volunteers with First Tee to equip youth with life skills learned through the game of golf, is a member of the Wenatchee YMCA’s Finance Committee, and is involved in various capacities at his local church.

 

Taryn Swayze 
Client Services Manager

Taryn grew up in a small farming town, 5 minutes from the Canadian border in the northwest corner of Washington. She went on to earn her bachelor’s degree in international business from Northwest University in 2018. Throughout college, she had the opportunity to study abroad in both Barcelona, Spain and San Jose, Costa Rica, where her love of Spanish and learning about other cultures grew.

Taryn’s background is in non-profit management, but she is excited to be transitioning into the financial planning industry with Telos. Her husband Allen is the Family Pastor at Wenatchee First Assembly of God and she enjoys doing ministry alongside him. She also enjoys traveling, writing, and photography. So far Taryn has been to 9 countries outside of the US, and she looks forward to many more adventures.

 

 

 

Reggie Gross 
Co-Founder, CFO & 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 their dream and moved to Sean’s childhood stomping grounds in Washington and began starting their family. 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 Trinity (Reggie's eight year old niece) became part of the Gross family.

Reggie worked in medical reception and administration in California and Washington until she had their children. Together, with Sean, they decided that home education was best suited for their family, so Reggie became a homemaker and homeschooled 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, gardening, thrift shopping (With the intention of making something beautiful from her finds!), and she also has a love of cooking for friends and family.