Born and raised in Bismarck, North Dakota, Connor works directly with individuals, families and businesses to develop personalized financial strategies designed to help them achieve their long-term goals. A graduate of North Dakota State University with a bachelor’s degree in finance, Connor represents the third generation in his family’s financial planning business, carrying on a proud legacy of helping individuals and families achieve their financial goals. His background in person-to-person sales during college honed his ability to build meaningful client relationships.
Outside of work, Connor enjoys spending quality time with family at their lake cabin and cheering on the North Dakota State Bison in sports. His dedication to his clients, community, and alma mater exemplifies his passion for creating lasting connections and positive outcomes.
Securities License
Series 7 FINRA - License for general securities (stocks, bonds, mutual funds).
Series 66 NASAA - License for federal and state securities regulations and investment
fee-based advisory services.
Insurance Licenses:
Department of Commerce general insurance license for traditional (term, whole life, universal life and variable life) annuities.