Advisory Board Member Profile
First Vice President
Areas of Expertise
Introduction to Customer Experience, Customer Experience Strategy for Success, Your Customers, Their Journey, Customer-Focused Innovation, Principles Of Customer Relationship Building, Customer First Culture
Ethan entered the wealth management field in 2004 and quickly learned that the human connection is the bedrock of the doing well for clients. Recognizing that every individual brings a different philosophy to wealth, money, and philanthropy, Ethan develops financial and life plans from a blank canvas. He is a dedicated resource in the areas of conventional investments, alternative investments, wealth transfer, real estate, retirement income, long-term care planning, and small business strategy and planning. After completing a highly demanding and extensive curriculum, Ethan achieved the Certified Financial Planner® (CFP®) professional designation as well as Accredited Investment Fiduciary® (AIF®). He also holds the Certification in Long-Term Care (CLTC®) designation.
Prior to entering the financial services industry, Ethan worked at the Virginia House of Delegates for eight annual legislative sessions. He studied French at University of Richmond and still enjoys practicing his language skills with anyone who will indulge him. He loves the mountains and outdoor activities, especially mountain biking, hiking, and fly fishing. He is a board member for Opportunity Alliance Re-Entry (OAR), and a founding partner of Outpost Richmond.
Ethan lives in the Museum District with his wife Shannon and two daughters, Claire and Alice. He is a passionate believer in Richmond’s viability as a great place to live, work, play, and raise a family, and he supports organizations that hold that vision for all of the city’s residents.