Team

Connor Gaffney

CFP® | Lead Advisor

Family man. Quiet and Calm. Strives to provide confidence and a solid plan for life’s journey. Finds joy in the little things.

Connor Gaffney, CFP, Lead Financial Advisor: A man with white shirt in an office background. large photo.

The ever calm and steady Lead Advisor.

Connor serves as a Lead Advisor, working with individuals and multigenerational families to develop and implement comprehensive financial plans tailored to their long-term goals. He partners closely with clients across all aspects of their financial lives, including investment management, retirement planning, and tax-aware wealth strategies, with a focus on navigating complex planning needs and providing thoughtful, coordinated guidance.

Connor joined the team in 2019 as an Associate Advisor and has since advanced into a Lead Advisor role, where he is responsible for guiding client relationships and overseeing the ongoing execution of their financial plans. He brings a disciplined, planning-first approach to helping clients make informed decisions and stay aligned with their long-term objectives.

Connor previously worked at Fiber Instrument Sales as a Business Development Manager and Product Line Manager. He received his undergraduate degree from Georgetown University in Washington, D.C.

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Education

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Series 65 Licensed Financial Professional
Bachelor of Arts, Georgetown University

Beneath the Surface

Claim to Fame

Plants fifty new trees for each tree that he cuts down… loves Christmas trees and growing new ones.

Enjoys

Connor loves being a dad, exploring new places, hunting, relaxing with a Saranac, and tackling DIY home projects.

Family

Connor and his wife, Rebecca, were both born and raised in Central New York. They’re raising two little boys and are happy to be rooted at home again with family and friends.

With great power there must also come– great responsibility!
Stan Lee