Ethan Adams

Investment Management and Research

Postmates Connoisseur, Concise, Wise beyond his years.

Ethan Adams graduated from The University of Central Oklahoma with a degree in Finance. He joined PlanGroup Financial in 2014 and is in charge of Investment Management & Research. Ethan is dedicated to monitoring investment activity, and providing the team with a resource for information and insight, allowing them to focus on building and developing relationships with prospective and existing clients. He is currently a Registered Investment Advisor Representative and is studying for his CFA level 1 exam. In Ethan’s spare time he enjoys watching and playing sports.

Fun Fact: Spelling bee Champion