Connor Siegelski, CFP®

Connor is deeply committed to guiding clients toward their ideal financial future—whatever that may look like to them. With a kind-hearted, empathetic nature and a talent for active listening, he approaches each relationship with the goal of truly understanding a client’s values, story, and aspirations. From there, he helps translate those personal motivations into a thoughtful, purpose-driven financial plan.

Connor recognizes that money can be a deeply emotional subject, often clouded by worry or uncertainty. Whether it’s navigating life transitions or planning for long-term goals, he brings a calming, steady presence to each conversation—helping clients feel more at ease and confident in their decisions.

Before entering the world of financial planning, Connor built a strong foundation in accounting and finance. After earning his bachelor’s degree in accounting and a minor in economics from the University of Pittsburgh in 2015, he held several roles spanning public auditing to financial risk management. Before joining the team at Elwood & Goetz, he worked as a senior analyst in Asset Liability Management, advising Treasurers, CFOs, and other senior leaders at financial institutions across the country—ranging in size from $200 million to $5 billion in assets. In that role, Connor developed a nuanced understanding of financial strategy and economic modeling.

While in his previous roles, Connor found himself wanting to use his skills to create a more personal, lasting impact—helping individuals and families directly improve their financial lives. That calling led him to financial planning. He therefore completed the rigorous education requirements for the CFP® designation and successfully passed the CERTIFIED FINANCIAL PLANNER® exam, bringing additional technical proficiency and a deeper sense of purpose to his work as a fiduciary financial advisor at Elwood & Goetz.

Outside of the office, Connor enjoys life at home with his wife and their two rescue cats. A true foodie, he’s equally happy exploring new restaurants or crafting a great meal in his own kitchen. He’s passionate about health and fitness, including lifting weights, going for runs, or enjoying long walks with his wife. Together, they share a love of travel—with plans to visit more of the Caribbean islands and venture back to Europe in the years ahead.