I am passionate about building lasting relationships and continuing to expand my knowledge in finance and investment management. I enjoy applying my education and experience to support clients and help them feel confident at every stage of their financial journey. I am proud to be part of a collaborative team that values professionalism, continued learning, and putting clients first. Outside the office, you’ll find me hiking or spending time with friends and family.
Credentials, Experience & Education
- Bachelor of Science in Business Administration, Finance – University of Arizona, Eller College of Management
- Bloomberg Market Concepts (BMC) Certificate
Role within Aspire Wealth Partners
- Manage client requests
- Account maintenance and processing
- Advisor supportort
Personal Interests
- Certified Soccer Referee
- Financial markets and investing
- Photography
- Hiking
- Travel
- Spending time with family and friends
conradlis@aspirewealthaz.com