An experienced and committed team

Ethan started as a Financial Advisor with Gradison McDonald in 1995.  After his early years in Cincinnati, Ethan attended high school at The Lawrenceville School in New Jersey, spent his first two years of college at Lake Forest, and graduated with a BA in History from Northwestern University.

With nearly three decades of experience in the financial services industry, Ethan is passionate about helping his clients reach their wealth and retirement goals. He holds a Retirement Income Certified Professional designation as well as the Series 7, Series 66, and Life and Health Insurance licenses.

Ethan and his wife, Doreen, live in Cincinnati and have two children in college.  He enjoys travel and tennis and is happy to call Cincinnati home.

Brian joined the team in 2022 after having spent over 17 years in the financial services industry. A Northern Kentucky native, he attended Newport Central Catholic High School before earning his Bachelor’s Degree in Finance from the University of Kentucky. 

His main focus for the team is to provide investment solutions and in-depth financial planning to our clients. Brian's efforts throughout his career have centered on helping his clients achieve their goals. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7 and 66 Securities Licenses as well as Life and Health Insurance Licenses. 

Brian and his wife, Nicole, reside in Wilder, KY, with their children, Rece and Rose. He enjoys spending time with family, staying active, golfing, and rooting on the Kentucky Wildcats and Cincinnati Bengals.