Ethan Tess
Co-Founder
"Go as far as you can see; when you get there, you'll be able to see farther."
Biography
Ethan started out as an intern at Lionheart Financial in May 2023 and has quickly come to realize how important it is to put the clients first. Through sitting in on meetings and getting to know a lot of wonderful people, he now realizes not only why client relations are the most important aspect of financial advising, but also why his mentor Adam Griffiths loves his job. During Ethan's summers at Lionheart, the projects he's done and Adam's mentoring ability has helped him learn more about business than he ever has.
Ethan proudly graduated from Providence Catholic High School in 2021 with incredible marks and has recently graduated from Indiana University's Kelley School of Business with a degree in Finance and Digital Technology Management in May 2025. Kelley, one of the highest ranking business schools in the nation, has greatly prepared Ethan for his career thus far; interning early on, starting his own business, and accomplishing so many things. He also enjoyed extracurriculars and activities at Indiana University, helping him to learn and network as much as he could.
Ethan's dedication to the My Money Vision™ program he founded will always be a part of him. He has always emphasized the importance of financial literacy for himself and his friends, and now has the mission to bring it out to the public nationwide. Through working with his peers and financial advisors, he's found ways to make a difference wherever he sees a gap so that the next generation of adults in America combating the rising cost of living are supported. He is also licensed in Life & Health Insurance and has received his Securities Industry Essentials (SIE) Exam certification.
In his free time, Ethan likes to workout, go golfing with his friends or family, and do fun things around town with his girlfriend. He is also interested in sports, most notably basketball and football, and cars. Ethan always loves to learn more about his passions through podcasts, motivational speakers, and other notable people online. He never underestimates the power of learning.