About Ethyn

Ethyn serves in a multifaceted role assisting both individuals and companies. For our retirement plan clients he facilitates trading for the plan sponsor and their participants, including menu and investment election changes. He provides recommendations to clients/prospects regarding portfolios and investments, and assists Advisors with creating and coordinating meeting presentation materials. For our individual clients he is responsible for fielding inquiries related to the market or account status, helping clients update their Investment Objectives, and facilitating trades and rebalances in client portfolios.

Ethyn was born in Spokane. His education includes a bachelor’s degree in business administration from Gonzaga University with a concentration in Finance. In his free time, he enjoys baseball, fishing, golf, camping, watching Seattle sports, and spending time with his fiancé and dog.

Credentials

• Series 65 Securities License