About
Connor has been working with individuals and families since 2019. With a strong background in both client service and advisory roles, Connor is dedicated to delivering thoughtful, personalized financial guidance that helps clients work toward long-term financial success.
He is a graduate of Illinois State University, where he earned multiple degrees in Financial Planning, General Finance and Risk Management & Insurance. His academic and professional journey has been driven by a passion for helping clients gain clarity, confidence, and direction in their financial lives.
Outside of work, Connor recently got engaged to his fiancée, Makala, and resides in Roscoe Village in Chicago. He enjoys spending time with friends and family, golfing, and playing basketball. Connor looks forward to building meaningful relationships and partnering with clients to help them achieve their financial goals.
Education
- BS – Financial Planning, Finance, Risk Management and Insurance, Illinois State University
