Connor Humphrey, CFP®

Senior Wealth Advisor

  • What path led you to wealth management?

I’ve always been analytical (my wife will say sometimes too much so) and I try to carefully consider all options and trade-offs before making a decision. That’s why I love creating financial plans and other forms of financial analysis. I also love working with people to understand what is important to them individually, because everyone is different. Wealth management is a perfect mix of those two components: I’m able to work closely with families and strive to help them figure out what their goals are while also using my analytical skills with the intent of guiding them toward achieving those goals.

  • Why did you join TFO Phoenix?

We work together as a team and everyone strives to make each other better on a daily basis. It’s a fun environment where I am challenged each day and have developed strong friendships with many of my colleagues.

  • What do you enjoy most about your work?

The fact that we are focused on one objective: Helping our clients. It’s gratifying and motivating to know that I am supporting our clients on a daily basis.

  • Education and accreditations

CERTIFIED FINANCIAL PLANNER™ professional
B.S., Finance, Arizona State University
B.S., Marketing, Arizona State University
Series 65 license

  • What do you like to do outside of work? What’s your favorite way to spend a weekend?

I enjoy spending time with my wife, our family and friends. I’m a sports fanatic and a lot of my time is spent reading about or watching a variety of sports. My family is dispersed around the country and I enjoy spending time with them and experiencing their locales.

  • What are some of your biggest influences?

My parents have shaped who I am today and they have instilled values in me that I will pass along to my future children. Having a strong family foundation is extremely important and I’m grateful that I have such caring, loving parents.

  • What are the most important lessons you’ve learned in life?

Life happens much more quickly than we think. Each day is important and shouldn’t be taken for granted. It’s vital to spend your time on things you are passionate about in life while also being thankful for all of the opportunities you’ve been given, no matter how insignificant they may seem.

Colleague work-from-home policy

03/16/2020 - Two of our core values at TFO Phoenix are "Care" and "Do The Right Thing". One of the best ways we can live those values today is to keep our team safe and healthy so we can continue to help clients through these unusual times. To that end, TFO Phoenix will be implementing a work-from-home policy until at least April 10th. Over the past several years TFO Phoenix has invested heavily in technology and processes designed to allow our people to serve clients effectively no matter where we are located. This will continue to provide our people with full access to all of our firm's human and technological resources while they are working from home. As a result, we fully expect to serve our clients seamlessly during this period. If you have any questions about this policy, please do not hesitate to call or email your TFO team directly.