Initially focused in financial compliance, Conner transitioned into personal finance to utilize his knowledge and skills to make meaningful differences in the lives of family and friends. He strives to connect client’s life goals with their finances.
Conner has been recognized as a “FIVE STAR wealth manager” by Twin Cities Business Magazine for 2019, 2020, 2021, and 2022.
- Tax planning & charitable giving
- Comprehensive financial planning
- Investment management
- Cash flow planning and lifestyle spending analysis
- BS in Accounting and Finance, University of Minnesota
- Certified Financial Planner®
- Certified Public Accountant/Personal Financial Specialist
- Certified Private Wealth Advisor®
- Wealth Manager, Accredited Investors Inc.
- Tax & Consulting Staff, Ernst & Young
- Member, MNCPA
- Member, Financial Planning Association of Minnesota