Designations and Licenses

Ethan is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and Education

Ethan works with clients to develop personalized wealth management solutions that include tax planning, investment strategies and estate planning to help them achieve their goals.

Prior to joining Mariner, Ethan was a wealth advisor with Cassady Schiller Wealth Management, LLC. He provided clients with holistic financial planning and guidance on investments, estate planning, retirement funding and budgeting.

Ethan holds a bachelor’s of business administration in finance from the University of Cincinnati.

Personal Interests

Away from the office, Ethan is a fan of the University of Cincinnati athletics and the Bengals and enjoys traveling, hiking, golfing and spending summers on Lake Cumberland.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.