My favorite part of my role at SYM is the satisfaction I get from helping clients work towards reaching their goals. Navigating the winding path to retirement is difficult and overwhelming at times; my goal is to make the client’s journey more comfortable, so they can be confident in their actions and decisions.
I am energized when building relationships with clients knowing that these relationships will last a lifetime. I channel that energy into all aspects of my role, and specifically, into building a brighter financial future for our clients.
Bachelor of Science in Finance – Indiana University-Purdue University, Fort Wayne, IN
CERTIFIED FINANCIAL PLANNER™
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
Ethan and his wife love to travel, and they are actively chipping away at their goal to visit all 50 states. Outside of work, Ethan enjoys physical fitness, golf, trying new foods, and playing drums and guitar.