Connor is a financial advisor graduate of the Baird Financial Advisor Training Program. He is devoted to continuing the legacy of assisting multi-generational families and corporate executives. While seeking to build a strong relationship with each client by gaining a holistic understanding of not only their financial goals and objectives, but also who they are as a person. This is how Connor provides top-notch client-specific investment advice while part of the legacy team formed with his father. Their goal is to consistently have a positive impact on the client as they help steer them toward achieving their financial goals. Their personalized approach and client-first mentality are guiding principles in their work with clients.
Before joining Baird, Connor graduated from Gonzaga University. After that he took part in a different kind of client-facing work in the medical field. While working with patients to ensure their quality experience, Connor maintained relationships with doctors and served as a liaison between patients and their provider. In that arena, Connor developed discipline and valued his connections—principles he will continue to hone with Baird.