Connor Dye

About Connor Dye

Why I Became an AdvisorI grew up in a lower middle-class home in Eastern Washington where talk of finances was taboo. Besides the general counsel that debt was bad I was self taught with my personal finance. I worked for three years at a local credit union before I realized two important things for my career. First, I didn\'t want to sell high interest debt and credit cards for a living, and secondly, there was a serious need for sound and principled financial advice from a knowledgeable source. That\'s when I came upon the chance to become a financial advisor where I could combine my love of people and their stories with my interest in finance. My favorite part of what I do is seeing relief when financial stress is removed and excitement when clients realize their goals are attainable. That\'s the real value I provide from my clients. SpecialtyI specialize in retirement planning for National Lab professionals which includes post-retirement 401k options, retirement income strategies, early retirement options, and understanding your BEA pension plan. Why My Clients Choose MeMy clients choose me as their advisor because they know that I will give their life savings and retirement goals all of the care and attention that they deserve. Our standards for service and communication with our clients are very high and we are always looking for ways to improve the client experience.HobbiesWhen I am not at the office I enjoy rigorous hikes that end with a view, playing basketball, or spending time going on adventures with my wife Sara and our three boys. I\'m also active in the Church of Jesus Christ of Latter-Day Saints and enjoy serving others wherever I am assigned.*3 Peaks Financial is not affiliated with the U.S. Department of Energy (DOE) of any of its National Laboratories, nor does DOE, the United States Government or any agency thereof or its contractors or subcontractors endorse any specific product, manufacturer, or service of 3 Peaks Financial.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Experience

1. Financial Advisor

   3 Peaks Financial

   Jan 2021 — Present · Idaho Falls, ID, US

   Provide specialized retirement planning and investment management for national lab employees-Author of the 3 Peaks Retirement Guide-Teach Social Security Basics Course-Built Comprehensive Retirement Planning Program from scratch-Guided clients through 2022 Bear market with constant communication and education-Creator of monthly 3 Peaks newsletter and quarterly 3 Peaks Financial Blog3 Peaks Financial is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where 3 Peaks Financial and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. As a registered investment advisory firm, we are restricted from posting, publishing or otherwise disclosing any form of testimonial which is related to our investment advisory services. LinkedIn recommendations and endorsements may be viewed as a testimonial. This policy requires that we block any recommendations or endorsements.Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. 3 Peaks Financial does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third party content, services, products or information, or for the collection or use of information regarding the web site’s users and/or members.

Education

• Brigham Young University - Idaho

  Bachelor of Business Administration - BBA, Business Administration and Management, Finance

  2015 — 2020