Conner James Gehring, CFP®, CLU®, CLTC®
Wealth Management Advisor


Physicians Nationwide

As a Wealth Management Advisor, Conner and his team partner with clients to create and oversee a comprehensive plan. This plan acts as a roadmap to enable clients to achieve what is most important to them. The result is a thoughtful plan that addresses both the probabilities in life as well as the possibilities, all done based on sound economic principles. As a Certified Financial Planner®, Conner has taken a fiduciary oath to act in his clients' best interest while maintaining the highest standard of financial planning knowledge.

“I love the work we do because every conversation is wildly different but also incredibly important. It's still amazing to me that I get to help people retire comfortably. I transition clients from saving their income to spending their assets, and most people have no idea how unnatural that transition feels. People save money all their lives without any inkling of a distribution plan. Nobody wants to see their nest-egg depleted, and we are there to help ensure that doesn't happen.”

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