Connor joined our planning team in 2018. A numbers guy at heart, Connor has a knack for sifting through financial data to create polished financial plans for our clients. He brings with him a broad background in equity research from his previous work as a financial analyst. He also brings along a strong understanding of small business planning gained from years of working for his father’s general contracting company. Since then, his motivation has shifted from helping investment boards to helping Summit clients plan their financial independence.
Born and raised in the East Bay, Connor attended San Jose State University where he received a Bachelor of Science in Finance. He holds the Series 7 and 66 securities registrations.
Connor currently resides in Pleasanton. On the weekends, he enjoys mountain biking, hiking the many trails in our backyard, and spending time on the golf course improving his drive.
2000 Crow Canyon Place Suite 450, San Ramon, CA 94583 925-866-7800
Certain individuals associated with Summit Financial Group LLC are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. (“Securian”), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with Summit Financial Group LLC are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205.
Summit Financial Group LLC is independently owned and operated, and offers its own suite of products and services entirely independent of Securian. TR#2142988. DOFU 07/30/2018.