portrait of Connor Tripp
FINANCIAL ADVISOR
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

About Connor

My journey began here in Oregon. My parents were born and raised here in the area. I remember always seeing my family working hard in whatever they were doing, which was important in my upbringing and taught me the value of hard work which continues to pay dividends to this day.

Hard work landed me a scholarship and the ability to play golf at Johnson and Wales University in Miami, FL. Golf taught me the art of patience and I love to get out when the weather permits to practice more patience.

After graduating, I began my career in Miami, FL, at...

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Values and Faith Based Investing
  • Charitable Giving
  • Portfolio Reviews
  • Retirement Income Strategies

Certifications

  • CEPA®

    Certified Exit Planning Advisor®
  • ABFP™

    Accredited Behavioral Finance Professional™
  • AAMS™

    Accredited Asset Management Specialist™
  • CKA®

    Certified Kingdom Advisor®

Education

  • Johnson & Wales UniversityBachelor of Science

Personal Interests

  • Running
  • Golfing
  • Podcasts

Team Members

  • Diane Hoeft
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 03:00PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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