Ethan is a Paraplanner who specializes in utilizing client data and advisor recommendations to develop comprehensive investment plans using various planning software. These plans serve as valuable guides for clients to attain financial well-being and achieve their life goals.
Before joining the team, Ethan worked for his family’s rental property business, acquiring valuable financial insights.
BSBA in Financial Planning, Robert Morris University
Beyond his professional endeavors, Ethan enjoys golfing, skiing, playing chess, spending quality time with friends and family, and listening to music.