Connor provides financial planning administrative support to advisors. As the office's Financial Planning Assistant, he is available to act as a liaison between clients and their financial planner to make the overall experience with Petix & Botte Financial as smooth as possible. He supports advisors in the preparation of financial plans, including collecting the necessary client documents.
Connor is a native San Diegan and currently resides in El Cajon. He holds a B.B.A. in Finance with a minor in Business Analytics from the University of San Diego. In his free time he enjoys mountain biking, fishing and working on his golf game.