Investment Advisor Representative

Connor has been passionate about personal finance and financial planning since his college days. Over the years, he has garnered experience at different firms before ultimately landing at Rooted Wealth Advisors. Connor’s background is in comprehensive financial planning and investment management, and he harnesses his passion to help clients envision and create a roadmap to achieve their goals. He loves seeing his clients’ dreams come to fruition through his planning and expertise. Connor holds series 65 and Certified Financial Planner certifications.

When he’s not helping clients, Connor enjoys taking advantage of all the outdoor activities Colorado has to offer, whether it be hiking, mountain biking or being out on the lake. He also loves trying new restaurants, traveling or working on his next home improvement project.