Helping people in any way needed
Early in Connor’s life, he saw that unexpected events could arise in retirement, and planning for them is necessary. His goal is to help people prepare for these events, so if they occur, they will be well equipped to adjust. He strives to assist people to pursue and accomplish their goals. Connor aims to educate his clients on various topics that are needed to create a wholistic financial plan. By creating an individualized plan, he hopes to reduce the pressure many individuals may feel on a regular basis.
Education
Connor graduated from Bowling Green State University, receiving his bachelor’s degree in business administration. While there, he majored in finance and insurance, specializing in financial planning. He was a member of Delta Sigma Pi, a professional business fraternity, and the Financial Management Society. Connor also received the 2023 Insurance Graduating Senior Award.
Registrations
Life and Health Insurance License: OH, MI
Securities Registration: Series 7, 66
Personal
Connor has resided in northwest Ohio his entire life. He enjoys traveling to new places, whether a new city or the mountains, and he likes all landscapes. Being active is very important to Connor, which includes golfing, hiking, and participating in a softball league. He is also a big Ohio State football fan and looks forward to watching the team play every fall.
