Meet Connor, a dedicated Financial Planner at PFG. With a focus on guiding young families towards secure retirements and wealth creation. He's also the engaging host of the Wealthy HOMES Podcast, aimed at equipping Michigan's young families with financial management skills and wealth-building insights.
Recognizing the growing need for financial planning among younger families, our firm launched the podcast as an innovative way to educate and empower households. In recognition of his outstanding contributions, Connor earned a spot on the 2023 Investopedia Top 100 Financial Advisors list.
Connor was born and raised in Battle Creek, MI. Connor continued his education at the University of Olivet (formerly Olivet College), where he double majored in Financial Planning and Insurance & Risk Management, which laid the foundation for his success. An accomplished athlete, he not only excelled in academics but also earned All-American and Academic All-American honors in Track & Field.
Connor's professional journey began in portfolio analysis and retirement plan services, where he collaborated with both individuals and large corporations. He grew an expertise in financial plan design, covering aspects like college planning, life events, estate management, and retirement, is underscored by his Chartered Financial Consultant (ChFC®) designation from the American College.
Equipped to offer both fee-based and commission-based services through Harbour Investments, Inc., Connor's commitment to clients extends to being licensed in Life and Health insurance. Operating under the Fiduciary standard, he advocates for tailored financial guidance that fits each client's unique circumstances.
In a strategic partnership with Consumers Professional Credit Union (CPCU), Connor extends his expertise to their members across Battle Creek, Eaton Rapids, and Lansing. Don't miss his insights and advice on the Wealthy HOMES Podcast, accessible under the "Podcast" tab on our website.
Ready to connect with Connor? Call 269-978-6000 or send an email to firstname.lastname@example.org to schedule a consultation.
Securities & Advisory Services offered through Harbour Investments, Inc. Member SIPC. Products and services provided: 1) are not NCUA insured; 2) have no Credit Union guarantee; 3) may lose value.
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