KDP Wealth is thrilled to announce Claire OConnor, ChFC®, CRC® is joining the KDP Advisor Team.
Claire has over 25 years of experience working in the financial industry. She holds a Bachelor of Science (BS) degree in Business Management from Western Governors University. In addition, Claire has earned a designation as a Certified Retirement Counselor (CRC®), and later obtained her designation as a Chartered Financial Consultant (ChFC®) from the American College of Finance.
Prior to joining KDP Wealth, Claire was employed for 11 years at Rogue Credit Union as a Senior Financial Advisor. She started her career in the banking industry at Western Bank, continuing to South Valley Bank and Trust holding the position of Senior Business Analyst, operating in Commercial Lending for over 13 years. Claire was awarded the Silver Award for the Best of Southern Oregon in the Financial Advisor category in 2023 and 2024.
Claire grew up in Central Point and has remained in the beautiful Rogue Valley. She has a driving passion to help others and strives to create individualized financial paths for the goals of her clients. Formulating and maintaining long lasting relationships centered in trust and confidentiality are at the forefront of every connection that Claire obtains.
We believe Claire offers diverse perspective and expertise to our group. She processes top tier quality of character and strong focus and commitment to the clients she works with. Next time you are in office, we would love to introduce you to her!