Connor brings a well-rounded perspective to his career, shaped by life in the Midwest, Northeast, and the Carolinas, along with time spent serving in the U.S. Army. These experiences have led to a natural comfort in working with people from a variety of backgrounds and walks of life. His focus is on supporting small to medium-sized business owners, particularly in areas such as retirement planning, succession considerations, and employee retention strategies. Connor also has a personal interest in working with animal-focused businesses—such as veterinary practices and pet services—based on a shared appreciation for animals and the people who care for them.
When meeting new clients, Connor’s approach centers on building a thoughtful and open conversation. He believes that getting to know clients as individuals can help guide financial discussions in a way that reflects their broader lives and priorities.
