Director, Financial Planning
eMoney Advisor
As Director of eMoney’s Financial Planning Group, Connor helps clients build more successful practices and deepen client relationships. He leads a team of financial professionals who help clients transform their technology platform and financial planning processes to increase efficiency, growth, and create planning-led experiences. He oversees eMoney's financial wellness strategy, and education programs aimed at providing financial peace of mind for all.
Connor has held various roles at eMoney since joining in 2013. He earned his CFP® designation in 2016.
Connor spends time with his family and friends in Philadelphia and enjoys golfing, snowboarding, playing hockey, and playing with his goldendoodle, Nala.
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Wednesday, September 27, 2023
3:30 PM – 4:30 PM MST