Conner

Background:

I moved to Bentonville, Arkansas when I was young. Early on, my family was welcomed in the various communities we participated in. Through these communities, I learned the value of consistency and showing up. Throughout high school, I worked various jobs and grew to understand what dedication and money could do for the long-term. These lessons continue to shape the way I guide my clients as an advisor today.

Education:

I earned a major in Finance with an emphasis in Legal Studies from the University of Mississippi. Throughout college, I worked a variety of jobs—including at a golf course, shoe store, pizza place bar, and a law office—which helped me develop a strong work ethic and adaptability. I also served as Vice President of my fraternity, staying actively engaged on campus. Outside of academics, I enjoyed weekend sports outings, crawfish boils, and building lasting friendships. Upon graduating, I decided to make the trip up to Nashville to start my career as a financial advisor.

Community Involvement:

Outside of work, I am deeply committed to professional and community involvement. I serve as President of Club Blue, the associate board of the Boys and Girls Club, and am a member of the Young Alumni Council, contributing to the membership and events committees. Additionally, I serve on the board of the Ole Miss Alumni Association of Nashville. These roles allow me to give back to my community and stay connected with fellow alumni. I’m also actively involved in my church, participating in multiple volunteer efforts throughout the year.

Beyond the Office:

In my (limited) free time, I love getting outdoors and staying active with Monday night basketball and neighborhood outings. I’m also a big fan of Wisconsin and Mississippi sports, enjoy visiting local breweries now and then, and cherish meaningful moments spent with friends and family. I also proudly run a trivia team that would hardly notice If I was absent!

Client Focus:

As I listed above, my approach begins with understanding what matters most to each client — whether it’s preparing for retirement, protecting what matters most, or passing down wealth to the next generation. I take the time to listen and learn about your priorities and concerns. From there, I develop personalized strategies that align with your goals, values, and timeline.

My goal is to be both approachable and informative when we meet. Rooted in faith and loyalty, my mission is to honor the trust you place in me by providing dedicated guidance every step of the way. Together, we’ll build a plan filled with purpose.