Connor takes a holistic approach to financial strategies, an approach many in today’s industry are not accustomed to. The belief of “Defense wins Championships” is a core pillar to the way he approaches strategies.
Through Connor’s process, his goal is to help each of his clients achieve financial freedom and stability in a world where many people do not have the time to take care of it themselves. He helps alleviate the stress of strategizing for the future while building a lifelong friendship with each client.
He takes pride in getting to know the ins and outs of each clients’ life before making any recommendations. His mission to change the lives of others is clear in his process.
Connor graduated from Florida State University with a Bachelor of Science in Professional Sales. He currently resides in Garden City, New York where he was born and raised. When he is not in the office, you can find him trying exotic foods, cooking, or surfing!
Individual/Family Services:
- Savings Coach
- Strategies for Retirement
- Wealth Protection & Building
- Estate Strategies
Business Services:
- Buy Sell Agreements
- Financial Wellness Programs & Coaching
- Business Succession Strategies