As a Wealth Advisor, Connor develops comprehensive financial plans for individuals, business owners, and families, tailored to their evolving needs. Working closely with our wealth planning team, he designs integrated strategies that address asset management, retirement, estate planning, and tax efficiency. Connor is known for helping clients understand how the decisions they make today influence their long-term goals, while building trusted relationships strengthened by his commitment to integrity. 

Connor is driven by guiding clients through significant financial decisions and helping reduce the stress that often accompanies them. With nearly a decade of industry experience, he follows a disciplined planning process grounded in collaboration and a client-first mindset. He earned his Bachelor of Science in finance from Ohio University and is an active member of the Northeast Ohio Financial Planning Association (FPA).  

Connor lives in Cleveland, Ohio, with his girlfriend and their three cats. Outside the office, he enjoys spending time outdoors, playing hockey, snowboarding, and learning about ancient human history.