Achieving this designation is a significant milestone and reflects Connor’s deep commitment to his professional growth and to the clients we serve. The CFP® certification is awarded to individuals who complete a rigorous curriculum and pass comprehensive examinations covering key areas such as insurance, tax, investment, retirement, and estate planning.
With this additional expertise, Connor is even better equipped to help our clients meet their long-term financial goals. His dedication to continuous learning reinforces our team's commitment to delivering high-quality, personalized service.
Please join us in congratulating Connor on this outstanding achievement. As always, we thank you for your continued trust and the opportunity to support your financial journey.
