Get to know Ethan Schmidt

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Ethan Schmidt

Financial Planning Resident

Ethan is focused on using his knowledge to help clients and their families accumulate assets as part of a comprehensive strategy for retirement.

Having grown up in a family of financial advisors and seeing first-hand the positive effect they could have on people’s lives, Ethan knew early on that he wanted to be part of the financial services industry. After college, he accepted a position as an insurance agent with Mutual of Omaha with the goal of becoming a financial planner. Eventually, Ethan joined Retirement Income Strategies as a financial planning resident, where he focuses on helping families utilize life insurance as part of their overall retirement strategy. According to Ethan, the best advice he can offer clients is to stick to their values.

“Pursue your value’s best interest,” he says. “Whether it be family, your business or your hobbies, do all you can to take care of what means the most to you.”

Ethan graduated from the University of Wisconsin-Whitewater with a bachelor’s degree in business finance. He holds life and health insurance licenses.

Outside of the office, Ethan is an avid golfer and enjoys deer and turkey hunting and traveling. He lives in Madison, Wisconsin, with his labradoodle, Koda, and cat, Niko.