What You Can Expect from Connor:

Connor is passionate about helping clients turn financial uncertainty into a clear path forward. He believes every successful plan starts with asking the right questions before offering solutions. In partnership with the advisory team, he supports Todd by taking the time to understand each client’s priorities and unique circumstances, always beginning with listening to what matters most to them. As he continues developing his expertise, Connor contributes to thoughtful planning across investments, retirement, estate planning, tax considerations, and evolving market conditions. 

Knowledge & Experience:

Connor earned his Bachelor of Science in Finance with a minor in Marketing from Fairfield University. Before joining OGWP, he served as a Finance Operations Intern at Wintrust Life Finance, where he helped facilitate premium-financed life insurance transactions while working alongside clients, brokers, and financial professionals. This experience gave him a deeper appreciation for the coordination required to deliver exceptional client service. Connor currently holds his Securities Industry Essentials (SIE) and Series 66 registrations through LPL Financial and is actively furthering his education in financial services as he continues to grow within the profession.

Get to Know Him:

Connor enjoys staying active through pickleball and golf and loves experimenting with new recipes in the kitchen. He especially enjoys spending time by the beach, where the sound of crashing waves offers the perfect opportunity to relax and recharge. Family, friends, and time outdoors help him maintain a fulfilling life.