Connor joined Agilis Wealth in October 2020 as the Service and Administrative Manager after working in the restaurant industry for 4 years in his hometown of Littleton, Colorado. At Agilis Wealth, Connor has an active hand in multiple areas of client services and support. He is responsible for monitoring transactions, account maintenance, and ensuring that client’s needs are met. Connor also plays a lead role in our marketing and communication efforts.

In 2021, Connor began spearheading technology and operational efforts at Agilis Wealth as a Client Services and Operations Specialist. His responsibilities include advancements within CRM technologies, internal reporting, website maintenance, and refinement of operational processes and procedures. Connor’s skillset is one that is highly detail oriented and proactive, providing a complementary layer of high-level support to our clients and strategic business planning.

Additionally, Connor has extensive client relationship management experience, processing new customer accounts and transactions. With his broad background, he interacts with clients in multiple areas and helps make sure a job is completed with the quality of care we pride ourselves on.

Connor is married and lives in South Jordan, Utah with his wife Rachel. They enjoy spending their free time hiking and spending time in nature.