As a Wealth Manager, Connor helps clients plan for their financial future. He creates detailed financial plans, exploring different scenarios to guide clients in reaching their long-term goals. Before his finance career, he spent eight years in the Air Force working with nuclear missiles and B-52 bombers. This experience honed his communication and project management skills, making him a valuable team member.
He graduated from Southern New Hampshire University with a bachelor’s degree in finance, focusing on wealth management. He also holds a Series 66 and Series 7 license with LPL Financial.
Originally from San Diego, Connor enjoys biking, playing soccer, and camping with his wife and two dogs.
Articles Written by Connor Maruna
5 Common Situations Where Roth Conversions May Make Sense
5 Common Situations Where Roth Conversions May Make Sense Roth conversions can be a powerful tool in retirement planning. By converting funds from a traditional IRA or 401(k) into a Roth IRA, you pay taxes upfront in exchange for...