Connor was born and raised in Bensalem PA. He went to Archbishop Ryan High School in Philadelphia before graduating with a degree in Economics from Bucknell University in 2018, where he was also the starting safety for the Bison football team. Connor is a member of the Philadelphia Financial Planners Association. That door was opened when he received the CFP® designation. He has met the rigorous experience and ethical requirements of the CFP Board, has successfully completed extensive financial planning coursework, and has passed the comprehensive CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement, employee benefits, and estate planning.
Putting an emphasis on Retirement Planning, Connor focuses on educating clients and guiding them through the vast landscape of the financial world. He helps families and businesses manage their financial lives. “Wealth is built on organization. We provide ideas and services designed to help people stay on track and reach their goals.”
In his spare time, he enjoys fitness, supporting Philadelphia sports, and going to the Jersey Shore.