L. Connor Macaulay

Professional Experience

As a wealth advisor, Connor thrives on helping clients to refine and implement life-centered financial plans. He loves the peace of mind that a coordinated evidenced-based strategy can bring to a client and their inner circle. Focusing on F.O.R.M. and our proprietary Brick House Planning Process™ fits very nicely with his natural mindset to be very process driven. Connor also fills the critical role of system manager for our operation. Making certain that client communication flows as it should, is the lifeblood of our relationships. With that in mind, Connor works to make sure that all of our technology is fulfilling the role that it's designed to play.

Education

Connor graduated Cum Laude from The Pennsylvania State University with a Bachelor of Science in Agribusiness Management.

Personal Information

In his free time, Connor likes to stay active including golfing and exercising. Connor is a huge Phillies and Sixers fan, and is an avid reader. He also enjoys relaxing with his family and friends.