Connor Yeoman is a Wealth Associate responsible for managing investment and annuity applications while servicing a diverse range of client accounts. His work keeps transactions moving smoothly, client relationships well-maintained, and day-to-day office operations running efficiently. Connor has passed FINRA’s Securities Industry Essentials (SIE) examination.
A graduate of Indiana University’s Kelley School of Business, Connor earned his Bachelor of Science in Finance and International Business, a degree that reflects both a grounding in financial fundamentals and an interest in the broader global context in which markets operate.
When he is not in the office, Connor can usually be found on a golf course, with friends and family, or trying a new restaurant. He follows sports closely, with particular loyalty to the Green Bay Packers and Indiana Hoosiers.
