A numbers guy at heart, Connor has a knack for sifting through financial data to create polished financial plans for Summit clients. This skill led him to join forces with Steve Wilcox in his established practice. Together, Connor and Steve will pursue a partnership dedicated to providing the utmost care and diligence to their clients.
Born and raised in the East Bay, Connor attended San Jose State University where he received a Bachelor of Science in Finance. He was heavily involved in the creation and management of the student-run Silicon Valley Aggressive Growth Fund. He holds the Series 7 and 66 securities registrations.
Connor currently resides in San Ramon. In his free time, when he’s not mountain biking, he enjoys hiking the many trails in our backyard and spending time on the golf course improving his drive.
Check the background of this investment professional on FINRA BrokerCheck