Conner James Gehring, CFP®, CLU®, CLTC®

Wealth Management Advisor

As a Wealth Management Advisor, Conner and his team understand and stay current with the goals and objectives of their clients. With a deep understanding of family and business needs, 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.  Such a plan may address retirement and education funding objectives, asset management, retirement plan design, integration of employee benefits and company stock and/or options, social security and Medicare, trust services, and estate planning. 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. Money matters. 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.”

If you dream it, we’ll help you live it.

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We’re happy we make you happy.

Our clients rated us #1 in Customer Satisfaction among All Individual Life Insurance Providers. For J.D. Power 2019 award information, visit

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