Connor is a financial advisor and CFP® professional who takes a planning-first, relationship-driven approach to helping individuals and families navigate an increasingly complex financial world. He develops personalized financial strategies that bring together each client’s goals, priorities, and evolving needs, providing clear guidance through every stage of life.
His work is grounded in a strong understanding of comprehensive financial planning and the ongoing service required to put that planning into action. Connor works closely with clients to evaluate their financial picture, identify opportunities, and make informed decisions with greater clarity and confidence. His experience across planning and client service also allows him to provide thoughtful guidance with consistency, attention to detail, and care.
Connor earned his degree from Hofstra University and holds the CERTIFIED FINANCIAL PLANNER™ certification, as well as the SIE, Series 7, and Series 66 licenses. He is committed to practical strategies, clear communication, and building lasting relationships grounded in trust.
Outside of the office, Connor enjoys hiking, skiing, kayaking, golfing, and playing both ice and roller hockey.