Moneta Advisor Conner Harrison uses his extensive accounting background as a CPA to help clients from a tax perspective. His goal is to provide personalized service and improve their financial situation through strategic tax planning and advice. He is developing his own style of investment planning and advice while being mindful of the different ways the tax code can benefit clients.
Conner joined Moneta because he wanted to transition from auditing publicly traded companies to servicing individuals. While auditing was interesting work, he found a greater passion in helping individuals improve their financial situation. He identified Moneta as a highly respected company with qualified individuals at all levels, being particularly drawn to the leadership of Tasha Borglum and her outstanding team.
Conner earned his Bachelor of Science in Managerial Accounting with a Minor in Finance from Spring Hill College. He earned his Master of Accounting from St. Louis University.
Away from work, Conner enjoys playing tennis and sand volleyball, coaching baseball, watching sports, trying new restaurants, and spending time with his dog Deebo at the park.
