City Square Wealth Management

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


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Team photo for City Square Wealth Management
Team photo for City Square Wealth Management

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Advisors

Advisor photo for Kevin Connors

Kevin Connors

CFP®

Private Wealth Advisor

Managing Partner of City Square Wealth Management
Visit Kevin Connors's website
Advisor photo for Kelly Hudak

Kelly Hudak

CFP®

Private Wealth Advisor

Managing Partner of City Square Wealth Management
Visit Kelly Hudak's website
Advisor photo for Courtney Dunnells

Courtney Dunnells

CFP®, CDFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Courtney Dunnells's website
Advisor photo for Tia McNamara

Tia McNamara

CMFC

Financial Advisor

Visit Tia McNamara's website


Team

Meghan Cruz

Meghan Cruz

Client Service Manager,

Operations Manager

Qualifications

  • Series 7
  • Series 66
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Timothy McCoole

Timothy McCoole

Client Service Specialist

Roles & Responsibilities

  • Tim will be responsible for preparing and summarizing client meetings, assisting with ongoing client service and necessary follow-up, and developing and implementing plans.
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Marley Medina

Marley Medina

Client Service Coordinator,

Marketing Specialist
Marc Dangora

Marc Dangora

Client Service Specialist

Robert Pearl

Robert Pearl

Client Service Coordinator

William Creedon

William Creedon

Investment Specialist