Connie joined O’Farrell Financial in January 2014 as an Administrative Assistant. In 2015, she moved her strong administrative skill set and positivity to a new position and became Advisor Associate to Keeley Patterson. With her excellent multitasking and organizational skills, Connie works directly with Keeley – preparing for client meetings, overseeing Keeley’s schedule, and answering client inquiries.
Connie is committed to continuing her education in the financial industry; in 2018 she achieved her Mutual Fund License, which further enables her to better service clients. This motivation and enthusiasm reflect those of the O’Farrell Financial team and are major reasons for its growth and success.
Outside of the office, Connie has a large family including a husband, five children, and 3 large dogs to keep her busy.