Andrew R. Connors, CFP®, CEPA®

Managing Director, Chief Growth Officer

Andrew R. Connors is a CERTIFIED FINANCIAL PLANNER™ professional with 20 years of experience in the personal financial management arena. He has experience in advising family business owners how they can align their personal, family and business goals. His mission and purpose is to positively impact the long-term well-being of closely-held and family business owners by helping them create and maintain multi-generational wealth. He is known for his ability to translate complex financial strategies and concepts into understandable, actionable ideas.

Prior to receiving his MBA from the Weatherhead School of Management at Case Western Reserve University, Andrew attended John Carroll University where he earned a B.S.B.A. He
earned his CERTIFIED FINANCIAL PLANNER™ certification from the College of Financial Planning. He is a past Board President and a current Trustee for Esperanza, Inc and serves on the Executive and Advisory board of the John Carroll Entrepreneurs’ Association, the Northeast Ohio Advisory Committee of the Exit Planning Institute and is a member of the Cleveland chapter of the Financial Planning Association.

Andrew and his wife, Anne-Marie, have twin boys. He balances his love for good food and wine with spending time outdoors and staying active through hiking, biking and fishing.