About Connor
As an associate wealth advisor, Connor assists his team with the design, implementation and monitoring of clients’ comprehensive wealth management plans. He works closely with wealth advisors and the client service team to ensure clients have tax-efficient, evidence-driven investment and planning strategies in place so that they're able to achieve their most important life goals and financial aspirations.
Connor chose to pursue wealth planning because he wanted to help people make informed decisions and better anticipate and align their financial futures. He enjoys helping clients solve for their ideal financial result while simplifying complex topics, whether it be estate planning, retirement planning, cash flow analysis or investment management.
Prior to joining Buckingham in 2021, Connor worked in the financial services industry as an internal wealth specialist at Capital Group. In this role, he helped financial advisors construct portfolios to help clients achieve their long-term goals. He earned his bachelor's degree in finance from Michigan State University. Connor also holds the CERTIFIED FINANCIAL PLANNER™ professional designation.
Connor is a Michigander at heart but escaped the winter to enjoy year-round sun in Texas with his wife. In his spare time, he enjoys spending his days at Zilker Park, playing volleyball and trying out new recipes in the kitchen.
As an associate wealth advisor, Connor assists his team with the design, implementation and monitoring of clients’ comprehensive wealth management plans. He works closely with wealth advisors and the client service team to ensure clients have tax-efficient, evidence-driven investment and planning strategies in place so that they're able to achieve their most important life goals and financial aspirations.
Connor chose to pursue wealth planning because he wanted to help people make informed decisions and better anticipate and align their financial futures. He enjoys helping clients solve for their ideal financial result while simplifying complex topics, whether it be estate planning, retirement planning, cash flow analysis or investment management.
Prior to joining Buckingham in 2021, Connor worked in the financial services industry as an internal wealth specialist at Capital Group. In this role, he helped financial advisors construct portfolios to help clients achieve their long-term goals. He earned his bachelor's degree in finance from Michigan State University. Connor also holds the CERTIFIED FINANCIAL PLANNER™ professional designation.
Connor is a Michigander at heart but escaped the winter to enjoy year-round sun in Texas with his wife. In his spare time, he enjoys spending his days at Zilker Park, playing volleyball and trying out new recipes in the kitchen.