Conor serves as a Senior Wealth Advisor for Crusonia Wealth and works under the Jonasson Retirement Solutions moniker. He began his financial services career in 2018, initially working with high-net-worth clients in Milwaukee, WI. Since then, he has shifted his focus to helping families and individuals across the country who are in or approaching retirement.
Conor’s passion is helping clients navigate the often-stressful transition from working life to retirement with clarity and confidence. His retirement-focused planning is built on three guiding principles: Money is a Tool, Knowledge is Freedom, and Planning is Power. Conor seeks to empower clients to make informed decisions, adopt the right mindset about money, and develop actionable strategies to maximize their retirement years. His approach blends practical expertise with genuine care, offering clients a thoughtful and comprehensive planning experience as they enter one of life’s most important phases.
Conor is a CFP® professional with a degree in Business Administration and Finance from Aurora University.
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