Ethan Grycel

My interest in wealth management began in eighth grade when I purchased my first stock. At age 10, I started a dog-walking business, which allowed me to save money and begin investing. I was immediately fascinated by the dynamics of the market and the opportunity to watch my savings grow over time. Running my own business at a young age also taught me the importance of trust, accountability, and strong client relationships.

What began as a curiosity has since developed into a genuine passion for wealth management and a strong desire to help others achieve their financial goals. I am currently a senior at the University of Denver pursuing a Bachelor of Science in Finance while working as a part-time Operations Associate at Heirloom. Through both my academic studies and professional experience, I continue to deepen my understanding of the industry and the value of delivering exceptional service to clients.

As I complete my degree, I plan to sit for the CFP® exam in March 2027 and look forward to beginning my full-time career in wealth management post-graduation. I am excited about the opportunity to build lasting relationships with clients and help guide them toward achieving their financial objectives.

Outside of my academic and professional responsibilities, I enjoy spending time with my family and girlfriend. In my free time, you can usually find me golfing, skiing, or fishing. I am also passionate about motorsports, particularly IndyCar & IMSA racing. This interest has led me to some of the most iconic racing venues in the country, including Laguna Seca and the Indy 500.