LEARN MORE ABOUT Connor Falkner

Approaching retirement can involve many complex processes, and Connor helps to simplify these steps along the way. By handling essential operational details accurately and on time, he supports you and our advisory team so you can focus on what matters most — planning for a secure and fulfilling future.

Connor is a graduate of Washington State University with a Bachelor of Arts in business administration and a major in finance. Before joining the SWD team, his background as a personal banker helped him learn customer service skills and sharpen his attention to detail. He knows how to communicate clearly and solve problems efficiently.

Connor believes that a successful financial strategy relies on clear, dependable support, and he works hard behind the scenes to help our advisor teams create positive, seamless onboarding experiences.

Connor lives in Seattle, Washington, with his beagle-bulldog mix, Rue. He stays active by playing hockey twice a week, a sport he grew up with that keeps him connected to his community.