Our Team

Connor Smith

ASSOCIATE ADVISOR

Connor serves as an Associate Advisor in our office.  He helps our clients develop easy-to-understand financial and investment strategies that align their needs, goals, and risk tolerance.  He also assists with the analysis of investments and financial planning for our clients.  Connor graduated from  Shippensburg University with a Bachelor of Science and Business Administration in Finance with a focus on Personal Financial Planning. He holds the FINRA Series 7 and Series 66 securities licenses and is currently working on attaining his Certified Financial Planner designation. 

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.