Focus

As a wealth advisor holding the CERTIFIED FINANCIAL PLANNER® (CFP®) designation, Connor takes a truly holistic approach to helping clients achieve their financial goals. He begins by building strong, personalized relationships and gaining a deep understanding of each client’s unique story and priorities. From there, Connor develops tailored investment strategies and comprehensive financial plans designed to align with each individual’s circumstances, long-term objectives, and retirement aspirations.

Background & Education

Connor is originally from Severna Park, Maryland, and he earned a Bachelor of Science in Economics from Penn State University. He began his financial services career with Allianz Life, where he quickly realized that working directly with clients was his true passion. He then continued his career as a financial advisor with UBS and later Fidelity Investments in New York City.

Through these experiences, Connor developed a strong appreciation for the importance of personalized financial planning and effective client communication. He believes every individual should have a financial plan that not only works strategically, but also provides confidence, clarity, and the discipline to stay committed for the long term.

Connor currently holds the FINRA Series 7 and 66 licenses, as well as Life and Health Insurance licenses. He also holds the CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered Retirement Planning Counselor™ (CRPC®) designations.