As an Estate Planning Advisor, Conner guides high-net-worth clients in transferring wealth with tax efficiency. He excels in his collaborative role with the advisory team, ensuring clients' financial and estate plans are seamlessly integrated. Conner holds a Juris Doctor and Master's in Tax Law, which underscore his expertise in crafting strategies that mitigate estate, gift, and generation-skipping transfer taxes. A Certified Specialist in Estate Planning, Trust, and Probate Law, Conner also serves as a Board Member of the Orange County Estate Planning Council. In his free time, Conner likes spending time with his wife and their German Shepherd, Max. He and his wife enjoy the beach, new restaurants, hiking, visiting National Parks.