Ethan earned his B.S. in Agribusiness Management & Economics from the University of Arizona and later completed his M.S. in Financial Analytics at San José State University.
In his role as the Client Services Assistant for the firm's Retirement Plan Consulting Program advisory services, Ethan is committed to delivering a positive, seamless, and impactful experience for our business-owner clients and their employees. With a strong foundation in both business and finance, he brings data-driven insights and financial solutions to help clients feel confident in their financial futures.
In his free time, Ethan enjoys playing golf and exploring new hiking trails with his dog.
*Not registered with LPL Financial