Ethan Mayberry, MBA, CFP®

As a Financial Advisor, Ethan combines his passion for helping others and his knowledge of financial markets to give clients the confidence to meet their financial goals. As a CERTIFIED FINANCIAL PLANNERTM practitioner, he works to provide planning support and service to our clients.

When not working, Ethan enjoys hunting and fishing. He is married to Kati and they have one daughter, Martha Kate.

Professional Designations/Education

Certified Financial Planner (CFP®)
Bachelor of Business Administration, Freed-Hardeman University
Master of Business Administration, Freed-Hardeman University

Expertise

Financial Planning, Retirement Planning, Education Planning, Investment Planning, Insurance Planning

What do you like the most about your job?

What I enjoy most about being a financial planner is the diversity of experiences that each day brings. No two clients are the same. Each individual or family has their own unique goals and circumstances. No two markets are the same. Economic conditions, trends, and opportunities are constantly changing. This keeps me on my toes and challenges me to never stop learning while serving my clients.

Tell us something very few people know about you?

My wife and I went to school together in first grade, graduated from the same high school, and ultimately graduated from the same college with the same degree.

How long have you been helping clients as a financial planner?

I have been serving clients since I graduated college in 2017. Being a financial planner is the only professional job that I have ever held.