Ethan is a dedicated Wealth Planning Strategist who values building strong, long-term relationships with his clients. He believes effective financial planning begins with understanding each client’s goals, priorities, and vision for the future, and translating those insights into personalized strategies designed to support both today’s needs and long-term success.
He began his career in banking, where he built a strong foundation in financial services and client care. After completing an investment-focused internship, Ethan discovered a passion for building relationships and delivering comprehensive financial planning, which redirected his career toward wealth management. He holds his Series 7 and Series 66 securities licenses, along with the Florida 2-15 Variable Life and Annuities license. Ethan earned a Bachelor of Science in Business Administration with a major in Finance from the University of Central Florida.
Outside of the office, Ethan enjoys spending time with friends and family and being outdoors whenever possible. He loves to fish, hunt, hike, and camp, and enjoys traveling to new places to experience and explore the outdoors in different environments. He also enjoys staying active by going to the gym or playing pickleball.