Conner joined LPL Financial in 2021 and became a part of the RGB Financial team in 2025 where he serves as a resource for individuals, business owners, and professionals seeking comprehensive financial guidance. His focus includes retirement income planning, wealth management, and investment strategy. Conner is committed to building long-term relationships with his clients, helping them pursue financial clarity and confidence at every stage of life.
He graduated from Southern New Hampshire University earning a degree in Business with a concentration in Industrial & Organizational Psychology; and has attained the Chartered Retirement Planning Counselor™ (CRPC™) designation through the College for Financial Planning®. As an Investment Advisor Representative, Conner brings a thoughtful and personalized approach to each client relationship - blending his understanding of human behavior with financial planning to support informed, confident decision-making.
Conner holds his Series 6, 7, 63, and 65 registrations with LPL Financial, as well as his Life and Health Insurance license.
Originally from Windsor, Conner lives there today with his wife, Sarah and daughter, Sofia. In his free time, he enjoys sports, playing chess, and spending quality time with friends and family.