Connor brings nearly a decade of experience in financial services to his dual roles as Associate Investment Consultant and Office Manager, where he is responsible for client service, operations management, and office administration. Connor values building long-term relationships on foundations of open dialogue and insightful planning.
Before stepping into his current role, Connor spent seven years with First Community Credit Union, gaining valuable experience that shaped his approach to operations and client service.
Connor attended De Smet Jesuit High School and Regis University, where he studied Political Economy. He holds FINRA Series 7 and Series 66 licenses, through LPL Financial, along with life and health insurance licenses.