I am a financial advisor with C.W. O’Conner Wealth Advisors, Inc. Our team presents clients with concrete action plans to bring inventive opportunities to life. I'm involved in all aspects of the firm, including wealth planning, business planning, portfolio management, client reporting and due diligence. I hold both the Certified Investment Management Analyst® (CIMA®) and the Chartered Financial Consultant® (ChFC®) designations. Continuing education is important at CWO, and I work to expand my understanding of financial and business issues that are important to our clients. I enjoy staying on top of trends and ideas in investments, financial planning and portfolio strategies.