"If I am through learning, I am through." -John Wooden
Role at Mission Wealth
Ethan serves as a client advisor working closely with clients to deliver customized financial planning, risk management, and tax planning solutions to help them achieve their goals. He is honored to be a trusted partner in client's financial plans.
Ethan worked for more than 6 years at one of the largest fee-only RIA firms in Arizona, WealthPlan Advisors. There he provided retirement planning and investment management services to business owners, corporate executives, and members of employer sponsored retirement plans.
Ethan has a Bachelor of Arts in Business Economics from Wheaton College with a minor in Communication. He also earned his Certificate of Financial Planning from the Boston University Financial Planning Program in 2017.
Ethan was born and raised in Glendale, AZ and still currently lives there today with his wife, Heather, and their three children, June, Luke, and Hope. Ethan and his family are involved in their local church, Christ Church of the Valley.
Ethan is a volunteer at Billy's Place, a non-profit providing support to families experiencing grief from the loss of a loved one. He has also served on service trips to Haiti, Guatemala, Dominic Republic, and Mexico.