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 excellent multitasking and organizational skills, Connie now works directly alongside the Business & Estate Team – preparing for client meetings, overseeing scheduling, 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.
Outside of the office, Connie has a large family including a husband, five children, and 3 large dogs to keep her busy.