Connor is a dedicated holistic financial planner with roots in the Madison area. A graduate of the University of Wisconsin–La Crosse, he brings both a strong educational foundation and a genuine passion for helping individuals take control of their financial futures. Connor focuses on understanding each client’s unique goals, values, and circumstances, allowing him to craft strategies that are truly personalized.
By blending strategic planning, thoughtful analysis, and protection-driven solutions, Connor guides clients through the often-complex world of financial decision-making. His approach emphasizes clarity and confidence, ensuring clients feel supported at every stage of their financial journey. Connor holds Series SIE, 7, and 66 registrations, as well as Wisconsin Life & Health Variable licenses.
Whether you're preparing for retirement, navigating a major life transition, or simply aiming to improve your overall financial well-being, Connor is committed to delivering expert insight and dependable support.
Outside of work, Connor values time spent with friends and family. He enjoys golfing, exploring local sporting events, and staying connected to the activities and people that inspire him. If you are interested in having a conversation please use the contact information below.