Ethan brings a clear, disciplined approach to financial planning, grounded in both technical expertise and a passion for simplifying complex ideas. He earned his degree in financial planning from Utah Valley University, where he distinguished himself as a first-place winner of the IARFC’s national financial planning competition. He has also passed the Certified Financial Planner™ exam, demonstrating a high level of competency across the core areas of financial planning.
At the heart of Ethan’s work is a commitment to helping individuals and families gain clarity and confidence in their financial lives. He takes a thoughtful, personalized approach—seeking to understand each client’s values, priorities, and long-term goals before developing strategies designed to support meaningful, lasting outcomes.
Ethan’s motivation to serve others was shaped by his time as a church service missionary in the United Kingdom, where he developed a deep appreciation for guidance, stewardship, and community impact. That perspective continues to influence how he shows up for clients and colleagues alike. He and his wife, Whitney, along with their two children, are actively involved in their community and enjoy participating in service-oriented activities. Outside of work, Ethan enjoys disc golf, pickleball, and following his favorite sports teams.
Ethan is driven by a strong foundation of faith, family, and personal growth. He brings integrity, intentionality, and a long-term mindset to every client relationship—focused on helping people navigate life’s transitions and make confident financial decisions at every stage.