Our Associates

Connor Steadman

2441 Warrenville Rd, Suite 300,
Lisle, IL 60532

Connor Steadman is a Financial Advisor dedicated to helping individuals, families, and business owners build confidence in their financial future through personalized planning and long-term relationships. With a background in the insurance and financial services industry, Connor is passionate about guiding clients through important financial decisions with clarity, integrity, and a commitment to helping clients work toward their long-term goals

Connor attended Illinois State University, where he studied Business Administration and Finance. He holds the FINRA Series 7, Series 66, and Securities Industry Essentials (SIE) licenses, equipping him to provide comprehensive guidance across investment management, retirement planning, insurance strategies, and wealth accumulation. He works closely with clients to develop customized financial strategies designed to protect what matters most while helping them pursue their personal and financial goals.

Connor believes that successful financial planning begins with understanding each client’s unique circumstances and aspirations. Whether working with young professionals beginning to build wealth, families planning for the future, or business owners seeking strategic financial solutions, he is committed to delivering personalized advice and exceptional service throughout every stage of the financial planning process.

Outside of the office, Connor enjoys golfing, skiing, and spending time with family and friends. He is committed to continuous professional development and believes that ongoing education allows him to better serve the evolving needs of his clients and provide lasting value through trusted advice.

Main areas of Focus
  • Financial Planning
  • Wealth Management
  • Risk Management
  • Retirement Income Planning
A young man wearing a navy suit jacket and white dress shirt smiles at the camera against a blurred, bright background.

Education

Illinois State University
Business Administration, Finance

Licenses

FINRA Series 7, Series 66, SIE

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