Connor L. McCormack

Some of my earliest memories of financial planning aren’t about charts or numbers, they’re about people. I watched my parents, Mike and Gwyn, welcome clients into our office & home, listen to their concerns, and walk beside them through major life moments. Their “Serve First” philosophy wasn’t a slogan—it was something they lived. That experience taught me what planning is really for: to make sure families feel prepared, protected, and supported, especially during times of uncertainty or loss. After spending years building my own path in construction project management, I felt called back to family business. For the past 10+ years, I’ve been proud to help clients build a plan that protects what matters most and creates a legacy they can feel good about. When not helping clients, I like to spend my time traveling with my wife trying to find the most scenic hikes & best pizzerias our country has to offer! If you’re curious, ask me how I bring the Serve First philosophy into every client relationship.