Ethan joined Lohr & Company in 2015 in fulfilling a lifelong dream to work alongside his dad helping households steward their wealth. Ethan completed his Certified Financial Planner™ designation in 2019 and became partner of the firm in 2020.
Together, Greg and Ethan shifted the practice’s focus to serving the current and emergent retirement demographic through financial planning and investment management. In conjunction, they developed the Four Buckets Retirement Income Strategy® to further emphasize this focus on today’s retirees.
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