I am the Portfolio Administrator at C.W. O’Conner Wealth Advisors, Inc. My work includes portfolio reconciliation, account administration and compliance, while overseeing day-to-day account setup and maintenance activity. I collaborate with the team to help clients define their financial goals and explore solutions to reach those goals. We help clients build and protect their wealth through investment planning, estate plan management, philanthropic planning, and plans for educating children and grandchildren. The relationships that I have built with our clients are a large part of why I enjoy working at CWO.