Education: B.B.A Trust & Wealth Management with a minor in Financial Planning, Campbell University
Connor has been with our team since 2013. A CERTIFIED FINANCIAL PLANNER™ since 2015, he specializes in developing plans to help clients maximize opportunities for sustainable success. A believer in trusting the process over the results, Connor works with clients to create habits that strengthen their relationship with money. At the beginning of 2018, he became a full-time financial advisor and joined Kyle as part owner of RiverFront Group. With close to a decade of financial planning experience, Connor is excited to combine his knowledge with his desire to grow the trust of clients long-term.
Get to Know Connor:
What is the one food you could never give up? A good old-fashioned cheeseburger. I love a good burger and will hunt high and low to find the best burger joint!
What is something few people know about you? I once shutdown Disney World at age 3. I got lost and apparently found a very good hiding spot for a few hours… The search for me ended with little fanfare but this is my current claim to fame.
What is the best part of your job? Connecting with clients. The behind-the-scenes work is always fun but building relationships is what I love the most. Every day is an awesome opportunity to learn something new while improving the lives of those I help.