Position: Employee Benefits Consultant specializing in group major medical insurance, as well as group dental, vision, life, and disability coverage.
Education / Designations: EthanO'Connor earned two undergraduate degrees from the University of Cincinnati, majoring in Finance and Insurance & Risk Management. His academic foundation combines a deep understanding of financial markets with specialized knowledge in risk assessment, insurance strategies, and corporate financial planning. He also holds the Chartered Financial Consultant® (ChFC®) designation from the American College of Financial Services.
Description: Ethan O'Connor is an experienced employee benefits consultant specializing in group health insurance solutions for businesses of all sizes. Known for his client-first approach and strategic mindset, Ethan works closely with employers to design and implement cost-effective, compliant, and competitive benefit programs that help attract and retain top talent. Before focusing on employee benefits, Ethan built a strong foundation in the financial services industry. He provided comprehensive financial planning services to high-net-worth and ultra-high-net-worth individuals, guiding clients through complex wealth management strategies involving investment planning, estate coordination, tax efficiency, and retirement readiness. Ethan’s dual expertise in both corporate benefits and individual financial planning allows him to take a holistic approach when advising business owners and their employees. His unique perspective helps bridge the gap between employer-sponsored benefits and personal financial goals.