About Connie
As an advisor transition coach, Connie cherishes the opportunity to coach Focus’s wealth advisors on transitions they are facing in their lives and careers. In her role, she assists advisors who may be moving toward retirement, as well as supporting advisors in the various stages of their transition paths.
Having a transition and succession plan that builds continuity ensures the firm’s clients are well served. By partnering with Focus leadership and advisors, the transition team makes the transition process as smooth as possible for both advisors and their clients.
Before beginning her current role, Connie had the privilege to serve clients as a wealth advisor at Focus for many years. The personal relationships she built with clients and ability to help them meet their goals have been very rewarding. Using a team approach to serve clients also helped Connie through her own successful transition.
Connie is originally from Rapid City, South Dakota. She spends time in Casper, Wyoming, and Scottsdale, Arizona. She is actively involved with charitable and civic organizations, enjoys traveling with family and friends and spending time with her dog, Remi.
Focus Partners is not engaged in the practice of public accounting and is not registered as a public accounting firm.
As an advisor transition coach, Connie cherishes the opportunity to coach Focus’s wealth advisors on transitions they are facing in their lives and careers. In her role, she assists advisors who may be moving toward retirement, as well as supporting advisors in the various stages of their transition paths.
Having a transition and succession plan that builds continuity ensures the firm’s clients are well served. By partnering with Focus leadership and advisors, the transition team makes the transition process as smooth as possible for both advisors and their clients.
Before beginning her current role, Connie had the privilege to serve clients as a wealth advisor at Focus for many years. The personal relationships she built with clients and ability to help them meet their goals have been very rewarding. Using a team approach to serve clients also helped Connie through her own successful transition.
Connie is originally from Rapid City, South Dakota. She spends time in Casper, Wyoming, and Scottsdale, Arizona. She is actively involved with charitable and civic organizations, enjoys traveling with family and friends and spending time with her dog, Remi.
Focus Partners is not engaged in the practice of public accounting and is not registered as a public accounting firm.