Connor Morganti with Johnson Morganti is a financial professional that has spent the last 30+ years learning the ins and outs of the financial industry. Like a magician, I'm pulling back the curtain and teaching YOU how to succeed in the dollars-and-cents world.

Connor has the privilege of working with women, their families, and their businesses to create comprehensive and individualized plans for the rest of their lives. This translates into the business sector by building solutions that win in the retirement plan marketplace.

Connor was also named as a NAPA Rising Star under the 2017 & 2018 Top Women Advisor Awards.

Connor lives with her husband of 17 years, a former Navy SEAL, in Castle Rock with their daughter and their Boxers, Penny & Cash. Depending on the season, you can find them snowboarding in Steamboat Springs, hiking a 14'er, or camping in the Rocky Mountains.

Specialties:
Financial planning, wealth management, retirement plans, human resources, women in the workplace, women and money, business coaching.

Qualifications:

  • Founder & President, Johnson Morganti, supporting clients in Colorado for the last 11 years
  • Sustaining Member of The Junior League of Denver
  • BA in History, Minor in English Literature, Concentration in French, from The University of Memphis
  • Series 7, 63, & 65 + Colorado Life & Health licenses

Ideal Client:
Whether you are the CEO of a multi-national corporation, or the CEO of your family, I'm looking for savvy female executives, entrepreneurs, and family decision makers to assist them with their investment and insurance needs. I consider myself HR Support in the retirement plan industry, so I aim to assist companies and their HR Team to maximize their 401k/retirement plans.

Power Partners:
Human Resources (VPs, CHRO); Attorneys; CPAs: Realtors; Mortgage Lenders; Employee Benefits providers

Contact Info:
connor@jomofinancial.com; 303.810.5661 (direct; mobile)