Connor serves as the Financial Analyst for our office. He joined our group in June 2021 after graduating from Shippensburg University with a Bachelor of Science and Business Administration in Finance with a focus on Personal Financial Planning. Connor assists with the analysis of investments and the current market environment. He also helps with our financial planning data entry and meeting preparation. Connor is currently working on attaining his FINRA securities licenses.
While in college, Connor served on the board of Shippensburg’s Mini-Thon program as the Family Relations Chair and is always seeking new volunteering opportunities. He spends his time away from work enjoying sports, the outdoors, and hanging out with his friends.
Wealth management, wealth planning, or retirement plan services, we're here to help.
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The Central Pennsylvania region is our home too and we regularly participate in programs and projects to improve the overall quality of life.
37 S. 5th Street
Gettysburg, PA 17325
Phone (717) 334-0097
Fax (717) 334-9203