Ethan Waterman is a Financial Advisor and Certified Financial Planner (CFP®) with The Atkins Group. As a partner of the team, Ethan specializes in advanced financial planning for multi-generational families, corporate executives, and business owners. Prior to joining Baird full-time, Ethan graduated from Marquette University with B.S. degrees in Finance and Marketing. A Midwest native, Ethan relocated to Seattle in 2014 and lives in Redmond with his wife, son, and goldendoodle.
What do you enjoy about the work you do?
The families I serve have worked incredibly hard to create wealth. However, families often overlook the complexities and stress that comes with wealth. I truly enjoy helping families navigate difficult financial decisions that lead to positive outcomes for their family and community for generations to come.
How did you arrive at Baird?
I grew up in Chicago and my first job was caddying at a local golf course. Each summer, I would start the day at 6:30am and quickly learned the meaning of hard work. Through caddying, I was fortunate enough to receive a full-tuition caddie scholarship from the Western Golf Association. As an Evans Scholar, I attended Marquette University and earned double-majors in finance and marketing. During my time in Milwaukee, I started as an Foundations Program Associate at Baird before relocating to Baird’s Seattle Office in 2014 to join The Atkins Group.
What are your hobbies and interests outside of work?
My time outside of work revolves around family and friends. My wife, Julia, and I love adventuring with our son and goldendoodle. I am also an avid golfer and enjoy traveling, fitness, and wine tasting.