Ethan Tess

"Go as far as you can see; when you get there, you'll be able to see farther."

-J.P. Morgan

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 boss 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 is now a senior at Indiana University’s Kelley School of Business studying Finance and Digital Technology Management. Kelley, one of the highest ranking business schools in the nation, has greatly prepared Ethan for his career thus far; interning after his sophomore year and accomplishing so many things. He also enjoys extracurriculars, such as his membership in Delta Tau Delta fraternity, the Financial Services Club, and the Real Estate Club at Indiana University so he can learn and network as much as he can.

Although Ethan isn’t currently a permanent part of the Lionheart team, his dedication to the My Money Vision™ program he founded will always be a part of him. During the school year at Indiana, he makes frequent check-ins and comes back to the office as much as he can, even in his busy and unpredictable life. He has recently become licensed in Life & Health Insurance and is preparing for the Securities Industry Essentials Exam this year. Ethan desires to become a full-time Lionheart & My Money Vision™ member after he graduates!

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.

P: (708) 638-4049

E: ETHANT@LIONHEARTFINANCIALLTD.COM