Career in Financial Planning
Connie is a seasoned financial advisor who has been serving clients for over two decades. She helps clients gain clarity around their goals, invest wisely, make sound decisions, live generously, and leave a meaningful legacy.
She joined the Values First Advisors team in 2010 after 10 years with Zahorik Financial Services, where she served approximately 450 families and consistently achieved President’s Cabinet status.
She provides personalized guidance to employees—helping them navigate their company retirement plans along with broader financial planning needs such as college savings, life, disability, and long-term care insurance, as well as IRAs and non-qualified investments.
Connie is committed to helping clients pursue their financial goals through a thoughtful, values-oriented approach.
Personal Life
Connie and her husband, Chris, have been married since 1998 and have two children, William and Samual. She serves at Two Lines Pregnancy Center assisting with the finance committee, and also serves as Vice Chair on the Leadership Team with her church, Community Covenant Church of Lenexa, Kansas.
Securities License
- Series 65 – Uniform Investment Adviser Law Examination
