Ethan is a Client Service Representative.

Get to know Ethan.


My favorite part of my job is the feeling I get from helping others. I feel energized during client interaction and I channel that energy to all aspects of my position. The best part of working with my SYM colleagues is how we work in support of each other (and, of course, all of the fun we have).


Bachelor of Science in finance – Indiana University-Purdue University, Fort Wayne, IN

Financial Paraplanner Qualified Professional ™


Ethan’s Words to Live By

Today I will do what others won’t, so tomorrow I can do what others can’t.

– Jerry Rice

Personal Pursuits

Ethan’s career goal is to obtain the CFP® designation and become a financial advisor. He aspires to travel the world with his family. Currently, Ethan enjoys golf, physical fitness, sightseeing, and playing guitar.