Client and Corporate Services

Biography

Connor is a Principal in the Louisville office, where he manages the data analytics and business intelligence functions. He manages a team which is primarily responsible for providing timely, actionable information and ensuring that operational processes are tied into company key performance indicators and metrics. He is also responsible for corporate tax and financial planning for the Louisville office.

Prior to joining Cerity Partners, Connor served as a Financial Forecasting & Analysis Manager at ARGI Financial Group. Connor has 10+ years of experience in the tax and financial services industry. He began his career in tax compliance before joining ARGI, where he developed and managed client relationships as a Tax Advisor serving entrepreneurs. Connor ultimately transitioned to the Finance team, where he was responsible for corporate tax and entity management, corporate financial planning and analysis, data visualization, and key metric analysis.

Education

  • B.S. in Accounting from the University of Kentucky
  • MBA from Campbellsville University

Highlights

  • Certified Public Accountant (Kentucky Board of Accountancy)
  • Recipient of ARGI Financial Group's Impact Award (2022)
  • Member of the Board of Directors for ARGI Holdings, Inc. (Dec. 2021 – Present)

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