Connor works with a diverse group of clients and focuses on guiding individuals, families, and business owners in their financial journey. He helps them learn how to manage, save, invest, and protect their money to help get started on the right track to financial success. The driving force behind Connor's excellent service to his clients is strong relationships. By taking a compassionate and understanding approach to financial consulting, he spends time truly getting to know his clients. Together they create a strategy that reflects each individual's unique goals and dreams, while helping to relieve the stress and anxiety that often surrounds finance.

Connor can also help with answering questions, including but not limited to:

Connor resides in Boston, MA. Outside of the office, Connor enjoys coaching basketball, waterskiing, biking, boating, and spending time with family & friends.

Credentials