David C. Connelly

Managing Principal | Wealth Advisor


David Connelly grew up in Boston, Massachusetts. Rather than attending college after high school, David chose to serve in the Air Force. He enjoyed the time he spent in San Antonio and Austin, Texas, until the Air Base was closed in 1995. Feeling the opportunity brought on by the beginning of the internet boom, David ventured to Silicon Valley, California and was able to connect with cutting edge companies like Ascend Corporation and Lucent Technologies. Unfortunately, in 2002 he was part of a large layoff and observed the impact of the “dot com” bubble collapse. This experience brought David’s attention to the need for financial guidance in such stressful times. The seed was finally sown for David to become a financial advisor and to this day, the majority of his clients have roots in the technology field.

David has over 13 years of experience working as a wealth advisor. David enjoys working with high tech executives, entrepreneurs and small business owners and their families. David attended University of Texas at Austin and Golden Gate University graduating summa cum laude with a BS degree in Telecommunications.

David resides in Monument, CO with his wife of 15 years and their three beautiful daughters. David is an avid golfer and loves to hike and fly-fish.


Have A Question?

We’ve built a handy mobile app that allows you to ask us questions on-the-go and to receive helpful notifications.