Connor is a Financial Advisor at Summit Wealth Group where he previously served clients in the Financial Planning department. Connor utilizes his years of industry experience and background in financial planning to provide tailored solutions to clients based on their unique situation. He specializes in tax-efficient distribution methods, financial planning, and estate planning. Connor prides himself on developing deep personal connections with his clients to best understand their needs.
Growing up in Longmont, CO, Connor graduated from Colorado State University with a bachelor’s degree in Finance with a concentration in Financial Planning. Connor worked in underwriting prior to beginning his career in wealth management where he has worked in advisory services, insurance, and financial planning, giving him the knowledge to serve every aspect of his client’s needs.
Connor’s ultimate goal is to know every client on a meaningful level and what their goals and passions are. He seeks to educate each client on the best financial strategy to meet those goals, and to maximize their life in a meaningful way.
Outside of the office Connor likes to stay active either golfing, camping, or doing renovation projects on his home in Littleton. He also enjoys reading, traveling, and spending time with his family and friends in Longmont where he grew up.