Team
How I Work
My reasons for becoming a financial professional are deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I feel a commitment to my community.
Brian McConnell
Owner/President
As a financial advisor with 18 years of experience licensed in the financial services industry, I employ a comprehensive and low-pressure approach. I offer personalized financial guidance tailored to the unique objectives of each...
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Magdalena McConnell
Operations Manager
Having dedicated several years as a stay-at-home mother, I am enthusiastic about re-entering the workforce with renewed perspective and vigor. I possess prior experience in a financial institution and bring strong organizational skills...
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