Connor Donnelly, CRPS^®

How do I help clients live a richer life?
I help companies and their employees avoid hidden fees, risks, and agendas that can be found in many conventional retirement plans. Improving these aspects of retirement plans can be the difference between a stressful or comfortable retirement.

How do I align my time and money with my values and passions to Live a Richer Life?
Between spending quality time with family & friends, running, photography, volunteering at my local animal shelter, and helping clients with their 401(k), I understand the importance of balancing life’s adventures with financial goals. This role enables me to do all this and fulfills me every time I help someone build towards a more comfortable retirement.