About Ethan
As an Associate Wealth Advisor, Ethan works with a team to develop comprehensive financial plans for families and individuals. After learning about a client’s objectives, values, and apprehensions, he helps to create a plan to achieve their wealth goals while alleviating their concerns. He also has experience as an Operational Specialist, serving as a liaison and helping advisors to implement and monitor financial plans with custodians.
Ethan earned his bachelor’s degree in economics with a minor in philosophy and business from the University of Colorado Boulder. He holds a Series 65 license and is finishing his CERTIFIED FINANCIAL PLANNER™️ professional designation.
Outside of the office, Ethan loves to spend time with friends and family. Some of his interests include traveling, Rams football, snowboarding, and going to the gym. He serves on the advisory board and is an event chairperson for the Young Professionals Division of the Jewish Federation of St. Louis.
As an Associate Wealth Advisor, Ethan works with a team to develop comprehensive financial plans for families and individuals. After learning about a client’s objectives, values, and apprehensions, he helps to create a plan to achieve their wealth goals while alleviating their concerns. He also has experience as an Operational Specialist, serving as a liaison and helping advisors to implement and monitor financial plans with custodians.
Ethan earned his bachelor’s degree in economics with a minor in philosophy and business from the University of Colorado Boulder. He holds a Series 65 license and is finishing his CERTIFIED FINANCIAL PLANNER™️ professional designation.
Outside of the office, Ethan loves to spend time with friends and family. Some of his interests include traveling, Rams football, snowboarding, and going to the gym. He serves on the advisory board and is an event chairperson for the Young Professionals Division of the Jewish Federation of St. Louis.