RETIREMENT TRANSITION ADVISORY GROUP - Key Persons
Connie is a retired North Carolina teacher with thirty-one and a half years of experience in secondary education. A few years after retiring, Connie started working for David Conner in June 2005. Her duties include both administration as well as public relations. Developing trusting relationships with our clients is the job of each member of our group, and Connie is often the first person to reach out to both our clients and to people interested in learning about what RTAG has to offer through scheduling an appointment.
Outside of the office, Connie enjoys spending time with family and friends, binge-watching Netflix, and caring for her pets.
David L. Conner has over 30 years of experience in financial and estate planning. Along with his team of diversified associates, his firm specializes in helping clients achieve financial goals for their retirement through a personalized strategy.
A 1988 graduate of the University of North Carolina at Chapel Hill with a double major in economics and political science, David works with families and businesses throughout North Carolina and the southeast developing strategies to help enhance their financial position and maximize retirement income.
David is the recipient of numerous awards including The National Quality Award, The National Sales Achievement Award and The Million Dollar Round Table where he is a Top of the Table member. He is also a past president of the Gaston County Association of Insurance and Financial Advisors. David is a nationally recognized instructor on social security maximization strategies, David also holds his Federal Retirement Consultant (FRC) certification, specializing in helping Federal employees plan for their retirement.
He and his wife, Josie, are parents to four boys and a girl. Coaching youth sports through his church, teaching Sunday school and Vacation Bible School, and having served on several boards in Gaston County, David remains actively involved in the community where he has lived for 50-plus years.
is our Client Account Manager. Tina began her career in the financial service industry in 1995 with Prudential Securities & then joined Merrill Lynch in 2001. She joined David Conner's office in 2012. Her primary objective is to provide a high level of service in various operational and administrative areas. She appreciates being part of a group that plays a key role in helping clients manage their desired retirement lifestyles. Outside the office Tina enjoys working out, spending time with family and friends, and reading.