Conor is a dedicated financial advisor with a strong educational foundation from Virginia Tech – (Go Hokies!) Hailing from Allentown, PA, he brings a deep sense of community and commitment to his clients and the BCG team. Conor’s passion for the outdoors, love for sports, and adventurous spirit as a private pilot highlight his dynamic and detailed-oriented approach to financial planning. His enthusiasm for traveling further enriches his perspective, allowing him to connect with clients from diverse backgrounds and provide personalized, insightful financial advice.
Education:
Virginia Tech
Professional Certifications or Licenses:
- Series 7
- Series 66
- Series 63
- Life, Accident & Health
Services Provided:
- Implementation & ongoing service of 401(k) and retirement plans.
- Personal financial planning through asset management, annuities, and life insurance.
- Developing personal financial plans for employees.
- Developing strategies to reduce taxes through income distribution in retirement.
- Developing educational expense plans for clients and their children.