Connor is our new Director of Client Services who graduated from the University of Puget Sound, where he excelled in the Business Leadership Program. With a keen interest in financial management, Connor honed his skills at another Wealth Management Firm in the greater Seattle area, where he worked as a Client Service Representative for three years. During his tenure, he provided exceptional service and built strong relationships with clients, showcasing his commitment to excellence and client satisfaction.
Outside of his professional life, Connor is an avid outdoor enthusiast. Whether it's hiking, camping, or simply enjoying nature, his finds joy in exploring the great outdoors. He is particularly passionate about spending quality time with friends and family, cherishing those moments that create lasting memories. Additionally, Connor loves to stay active through golf and running, which provides him with the perfect balance of challenge and relaxation.
With a strong foundation in business leadership and a passion for personal connections and helping others, Connor brings a unique blend of skills and enthusiasm to our team.