As a finance associate, Connor ensures our advisors have everything they need to serve clients with excellence. With keen attention to detail, he monitors our clients’ progress through the asset transfer and rollover process and keeps our team up to date with pertinent information. He has a knack for anticipating needs, and he serves as a valuable support system for both our team members and our clients. Connor joined our practice in June 2025 and in October 2025 he passed his Series 65 Exam.
Connor loves trying new things, and some of his hobbies include hiking, playing guitar, and working out. He also enjoys spending time with his friends and family.