Connor Carlis, CPA, CFP®

Senior Associate

A young man in a suit and tie is smiling against a blurred cityscape background. He has short brown hair and is wearing a checkered jacket with a white shirt.
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Hometown

Birmingham, AL

Colleges

Auburn, University, Wake Forest University

Certifications

CPA, CFP®

Office Location

Atlanta (HQ)

Connor joined Homrich Berg in November of 2020 after spending four years with Ernst & Young in Atlanta. He is currently a Senior Associate with the firm and is responsible for developing comprehensive financial and investment strategies to help client families navigate their financial decisions.

Connor earned his Bachelor’s degree in Applied Mathematics with a concentration in Accounting from Auburn University and went on to receive his Master’s degree in Accounting from Wake Forest University. He is a CERTIFIED FINANCIAL PLANNER™ practitioner. Connor is also a Certified Public Accountant (CPA), which has helped when navigating the tax complexities facing clients.

In his spare time, Connor enjoys traveling, supporting his favorite sports teams, and spending time with family and friends.

A young man in a suit and tie is smiling against a blurred cityscape background. He has short brown hair and is wearing a checkered jacket with a white shirt.

Connor joined Homrich Berg in November of 2020 after spending four years with Ernst & Young in Atlanta. He is currently a Senior Associate with the firm and is responsible for developing comprehensive financial and investment strategies to help client families navigate their financial decisions.

Connor earned his Bachelor’s degree in Applied Mathematics with a concentration in Accounting from Auburn University and went on to receive his Master’s degree in Accounting from Wake Forest University. He is a CERTIFIED FINANCIAL PLANNER™ practitioner. Connor is also a Certified Public Accountant (CPA), which has helped when navigating the tax complexities facing clients.

In his spare time, Connor enjoys traveling, supporting his favorite sports teams, and spending time with family and friends.

Hometown

Birmingham, AL

Colleges

Auburn, University, Wake Forest University

Certifications

CPA, CFP®

Office Location

Atlanta (HQ)

Request A Consultation with Connor Carlis, CPA, CFP®

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