Meet Conner Brady, the Newest Member of the Stages Planning Group Team

Meet Conner Brady, the Newest Member of the Stages Planning Group Team

February 15, 2022
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After a year of substantial growth, Stages Financial Group is proud to welcome Conner Brady as its newest financial advisor. With a growing client base in York, Lancaster, and Hershey, Conner will help Stages continue to serve every client with the personal touch they’ve come to expect from our team.

“Conner’s approach to financial planning and client service fits right in with the philosophy and core beliefs that have driven Stages since I started the business 13 years ago this month,” said Lou Leyes, founder of Stages Planning Group. “Conner is here to pair our customers’ goals with a financial plan that makes sense for them. We’re excited to have him with us.”

With Conner now a part of the team, Stages is welcoming even more clients looking for a personal relationship with advisors who care about them and their future.

“This is an exciting time for all of us,” said Marcus Snow, partner and financial planner at Stages Planning. “As the business continues to grow, Conner is already helping us provide informed and intentional financial advice to a growing number of new clients. We are fortunate to have found another like-minded financial advisor, who cares about the clients we serve and who we can trust to look out for what’s best for them.”

Conner joined Stages in January 2022. After working at the corporate level with firms focused on selling financial products like life insurance, he said it was time to shift into a more entrepreneurial role with a fee-only fiduciary firm focused on caring for its clients.

“Very quickly after meeting Lou and Marcus, I could tell they were in the financial services business for the right reason – to help people,” Conner said.

Conner said he shares a similar outlook regarding how financial services firms can make the biggest impact on the lives of their clients.

“I’m excited by Stages’ fee-only fiduciary model because it allows us to customize each financial plan around our clients’ needs rather than a series of products,” Conner said. “There needs to be a conversation around all facets of what money can do for people, not just around the products firms have available for sale. Stages is one of the few firms that actually has that conversation.” 

In his new role, Conner will be helping clients create a Financial Road Map® that helps them gain financial clarity on where they are now and where they want to go.

“At the end of the day, I want to help people use this tool we call ‘money’ to navigate life’s challenges and make sound decisions,” Conner said. “I want to help them remove their uncertainties and identify the financial objectives that will help improve their lives.”

Beyond financial planning, Conner is passionate about cars, mountain biking, and playing the drums. He lives in Harrisburg with his wife, Julie, and their dog, Charlie.

To connect with Conner and the rest of the team at Stages Planning Group and to discuss how we can help you develop a Financial Road Map® for your financial future, contact us today.