With almost a decade of experience in the wealth management sector, Ethan serves as a Senior Wealth Associate. His client base includes highly compensated employees, business owners, and C-suite executives, for whom he creates and implements integrated financial planning solutions. He is a CERTIFIED FINANCIAL PLANNER® professional and a Chartered Retirement Planning Counselor. Ethan’s commitment to professional growth is shown by his pursuit of a Masters in Personal Financial Planning, which he is set to complete in 2024.
Ethan embarked on his career journey at Merrill, focusing on creating financial plans for the mass affluent. His role was not just about providing solutions for retirement, tax, and estate planning, but also about guiding clients towards their financial objectives. His experience further developed at a boutique life insurance company, where he facilitated the sale and monitoring of term and permanent life insurance for individuals and families.
Outside of work, Ethan enjoys spending time with his wife. He loves to stay active and enjoys working out and playing ping-pong.
