Meet Connor

Connor Townsend

ChFC®, CLU®, CLTC®, FSCP®, LACP®, WMCP®

Financial Advisor

Connor is a Financial Advisor who helps individuals, families, and business owners bring clarity and confidence to their financial lives. Since entering the industry in 2018, Connor has focused on building long-term relationships rooted in trust, transparency, and thoughtful planning.

Connor approaches his work as a blend of financial therapist and quarterback. He understands that financial decisions are rarely just about numbers—they’re deeply connected to emotions, values, and life goals. By combining technical expertise with meaningful conversations, Connor helps clients navigate complex decisions and align their financial strategies with what matters most to them. He treats every client the way he would want his own family treated when facing important life choices.

Through a collaborative planning process, Connor works with clients to clearly define where they are today, where they want to go, and the most effective path forward. He translates complex strategies into clear, actionable goals that clients can understand, commit to, and confidently pursue.

Coming from a third-generation small family business, Connor has a deep appreciation for the challenges business owners face. He specializes in helping entrepreneurs protect what they’ve built, reward the people who helped build it, and plan strategically for both the future of the business and their personal financial independence. 

Connor holds multiple advanced professional designations, including: