Comprehensive Financial Planning
About the Financial Advisor
Connor applies a disciplined investment methodology to pursue investment results within the risk levels that his clients are comfortable with. He works closely with other professionals to make sure tax management, estate planning, and risk management strategies are considered. Connor’s goal is to save his clients time by striving to cover all the bases.
He focuses on serving busy professionals who navigate complicated financial issues in Minneapolis, MN.
Connor serves his clients by helping them develop a realistic plan to pursue their vision of the future.
Education and Designations
- Campbell University, Bachelor’s Degree, Trust & Wealth Management, Minor in Financial Planning
- CFP® – Certified Financial Planner™
Connor, his wife Sammie, and their son Oskar live in Minnetonka, MN. When not working, you can find Connor and his family enjoying the outdoors and many of the amazing things to do around the Twin Cities. Reading a book (historical non-fiction), listening to music (the heaviest of heavy metal), and playing with the family dog are also ways that Connor spends his free time and winds down.