About
Connor has spent the last ten years working in the financial services industry gathering the knowledge to help ensure that his clients received the best in planning, analysis, and service. A Kansas City native and a Rockhurst High School Alumnus, Connor obtained his BS BA in Finance and Banking from the University of Missouri-Columbia in 2012 where he was a member of the Sigma Chi Fraternity. Connor holds the CERTIFIED FINANCIAL PLANNER™ certification and is continually striving to enhance his clients’ lives by providing an empathetic, client-centered experience while building a reputation for his thoughtfulness, attention to detail, and partnership. Connor is an avid Kansas City and Mizzou sports fan, and enjoys playing tennis; but his most valuable free time is spent as “Uncle Connor” with his 12 nieces and nephews.
Experience
FCS Private Wealth Management: Senior Wealth Analyst, Vice President 2022-present
FCS Private Wealth Management: Wealth Analyst — 2020 – 2022
UBS Financial Services: Financial Advisor — 2014 – 2020
UBS Financial Services: Client Service Associate — 2012 – 2014
Education
Bachelor of Science in Business Administration - Finance, University of Missouri-Columbia, 2012
CFP® Certification Professional Education Program, College for Financial Planning, 2022
CERTIFIED FINANCIAL PLANNER™ Certified Financial Planner Board of Standards, 2022
