Ethan Engelhardt

Ethan Engelhardt

Financial Planner

Ethan has an innate skill for connecting and building lasting relationships. He thoroughly enjoys providing value and helping others any way he can.

He appreciates the vast landscape of personal finance because it allows him to satisfy his never-ending desire to always be learning and improving. He enjoys working with clients for the chance to make a direct impact on their lives and see those positive effects come to fruition. Ethan says his favorite part about working at SYM is, “being able to see the wide range of capabilities everyone brings to work every day to make SYM more versatile as a company.”

Credentials

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Bachelor of Business Administration in Finance – Saginaw Valley State University, University Center, MI

Bachelor of Business Administration in Management – Saginaw Valley State University, University Center, MI

CFP LOGO indicating CERTIFIED FINANCIAL PLANNER accreditation

CERTIFIED FINANCIAL PLANNER®

 

Ethan’s Words to Live By

“Kindness is the language which the deaf can hear and the blind can see.”

– Mark Twain

Personal Pursuits

Ethan’s personal hobbies include improving his golf game, visiting new cities, lifting weights, and – most importantly – spending time with loved ones.

He and his wife recently moved from Michigan (where he worked in the SYM Midland office) to Nashville, TN where he’ll serve clients in the new SYM office.