Ethan’s Philosophy
Couples approaching retirement face many uncertainties. From knowing if they’re properly invested to ensuring that their loved ones will be taken care of when they’re gone. Retiring presents many choices and they want to make the right decisions.
Ethan guides his clients through a process to uncover and address each of their distinct financial worries and needs. Providing direction and clarity, he partners with clients to help them retire confidently giving them the freedom to focus on what’s important.
Education
- Michigan State University
- Bachelor of Arts – Finance
Professional Qualifications
- Life Accident and Health Insurance Licenses
- Series 7
- Series 66
Memberships and Affiliations
- Vice President – Ann Arbor Trout Unlimited
- MSU Alumni Association
Personal Data
Ethan resides in Birmingham, Michigan and is an avid fly fisherman.