Connor works with Adam, Corey, and Kam as a Financial Planner on the financial planning/financial advisor team at Midwest Money Management. Connor enjoys making complex financial concepts and problems simple to understand, and loves being a steward and partner to others in their financial journey.
Connor holds a Master of Science (M.S.) degree in personal financing planning, is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Portfolio Management Advisor™, and an Accredited Behavioral Finance Professional™ demonstrating his commitment to gaining the highest standard of knowledge, experience, and ethics to better serve Midwest Money Management's clients.
Connor is a native to small town Blue Earth Minnesota. He graduated with a Bachelor of Science in Business from the Curtis L. Carlson School of Management at the University of Minnesota, with a focus in Finance and Risk management and Business Law.
Outside of the office Connor enjoys many hobbies including hunting, ice fishing, playing golf, basketball, watching sports and hanging with his wife Megan and family. He also serves his home town community of Elko New Market as a board member of the local Chamber of Commerce, and he does a radio segment called “Full Court Press” about NBA action on a state wide Minnesota radio show during the professional basketball season.
Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC www.finra.org and www.sipc.org
Advisory services offered through J.W. Cole Advisors, Inc. (JWCA)
JWC and Midwest Money Management are unaffiliated entities.
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Midwest Money Management is a comprehensive, team based financial planning firm and our mission is to provide our clients with knowledge, tools, and confidence to feel comfortable financially today and secure about tomorrow.
We have no account minimums because we have designed our firm for scale, and the ability to help anyone in our community who is a good fit.
Give us a call at (952) 895-1055, email us at team@midwestmoneymanagement.com, or check out our website to learn more!
Some examples of clients we work with include, but are not limited to:
- Folks who need help managing their investments
- Soon to be retirees
- People who are retired and are looking to navigate Social Security, Medicare, RMD's, taxation, and more!
- New parents
- Business Owners
- Executives/Professionals
- Many More!
Professionals I would love to meet:
- Accountants
- Estate Planners
- Attorneys
- Realtors
- Lenders
- Insurance agents
- Bankers
Anyone looking to make sense of their investments, estate planning strategy, retirement planning, goal planning, or tax strategy would be a great fit for me and my team. We are truly a comprehensive planning firm, with a strong team approach.