Ethan brings a strong background in portfolio trading, investment management, and financial planning to Strategic Planning Group. Before joining the firm, he worked as a Financial Advisor with Northwestern Mutual, helping clients navigate retirement and business planning, and later served as a Trading Analyst at Wells Fargo. His experience in trading, risk management, financial planning, and client service allows him to provide valuable support to our advisors and clients. Ethan earned his degree in Business Management with an emphasis in Wealth Management from Utah State University.
Outside of work, Ethan enjoys skiing, mountain biking, and music. He's also an avid University of Utah football fan and loves traveling and spending time with his fiancée, Emma.