Associate Wealth Manager
Connor joined True North in 2023 as an Associate Wealth Manager. He leverages his diverse expertise to craft comprehensive financial plans, guiding clients towards their unique milestones and objectives. With a background as a Relationship Manager at Goldman Sachs Personal Financial Management, he excels in creating and implementing financial strategies, facilitating seamless account management, and enhancing advisor support.
The firm’s mission is Fulfilling Lives ™, and Connor embodies this mission by making sure he diligently comprehends clients’ aspirations, ensuring their needs and goals are not just acknowledged but valued. His satisfaction lies in witnessing clients achieve significant life events, be it sending a child to college, retiring comfortably, purchasing their dream home, or realizing any long-held financial ambition.
A graduate of Creighton University’s Heider College of Business with a BSBA in Finance, focusing on financial planning, Connor’s dedication extends beyond the workplace. In his downtime, he follows his alma mater Creighton Bluejays and childhood favorite Iowa Hawkeyes, engaging in collegiate athletics.
Connor also enjoys gaming with friends and cherishes moments with family in his hometown of Des Moines, Iowa.