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 currently resides in Pleasanton. On the weekends, Connor enjoys mountain biking, 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