Anita T. Conner, CPA, MS Tax, CFP®

Managing Partner

With a background in accounting, taxation, financial planning, insurance and investments, Anita brings a wide variety of experiences in providing strategies to help her clients work towards their personal and business goals. Having worked in the industry for over 35 years, financial advisory services has become a passion for Anita and she has been tapped by many organizations and the media to share her insight, experiences and expertise in the field.

In her career before opening her own certified public accounting & financial services firm, Anita was a Controller for a Subsidiary of Penn Mutual Life Insurance Company, Tax Manager for Penn Mutual Life Insurance Company and a Tax Accountant for Price Waterhouse, one of the top certified public accounting firms in the country. Anita is deeply involved in the community having formed two nonprofit organizations, G.E.T. Financial Education Center and Praise Is The Cure®, a breast health initiative. She also serves as a director on several nonprofit boards. Anita graduated from Drexel University with a degree in accounting and Philadelphia University with a master’s degree in Taxation. Anita is a certified public accountant, certified financial planner™, and holds FINRA Series 7 and 66 securities registrations, as well as her life and health producer license.

Anita is married to John K. Conner, Esq. and both of their children, Kerri Conner Matchett and John Conner, Jr. are partners in the firm.

Check out “The Anita Conner Story”

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