Meet Ethan
Ethan joined Mercer Advisors in 2022 as a Sr. Wealth Advisor through the acquisition of Heim Young & Associates, where he spent three years as a Financial Planner. He thrives at helping people turn financial uncertainty into confidence. Ethan earned a B.S. degree in personal financial planning from the University of Missouri and completed the Certified Private Wealth Advisor Program at Yale School of Management. He is a CERTIFIED FINANCIAL PLANNER® professional, Enrolled Agent, and Certified Private Wealth Advisor®.
Ethan’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Ethan has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Guiding clients through living in retirement with steady income and smart planning
- Guiding farm owners through succession, liquidity, and preserving multi-generational assets
His working style
Ethan focuses on simplifying complex decisions so you can feel confident and informed. His role is to guide, educate, and be a steady resource as your life and goals evolve. He stays proactive, checking in regularly, so you’re never left wondering where you stand.
Ethan in real life
What keeps you busy outside of work?
My family keep me busy when I’m not working, as well as our farm. I enjoy fishing and golfing.
What makes you tick?
Seeing a client relax because they finally feel a clear path forward — that’s what keeps me motivated every day.
How do you give back?
I have been volunteering as a tax preparer for Volunteer Income Tax Assistance (VITA) since 2018.
Meet Ethan’s Teammates
Stacy Strawn
Client Service Specialist
What Ethan Says
I’m fortunate to work alongside Stacy, whose attention to detail and care for our clients make everything we do better.
Kaz Woodward
Regional Vice President
What Ethan Says
Kaz is often the very first voice our clients hear — and that first impression matters. With a welcoming approach and an eye for detail, he guides prospective clients through the early steps, making the process clear, comfortable, and stress-free. Kaz’s genuine interest in people and commitment to service help set the tone for lasting, trusted relationships.
Todd LaLuzerne
Regional Vice President
What Ethan Says
The first conversation sets the tone for everything we do. Todd helps new clients feel heard, valued, and excited about the journey ahead.
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