Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Consulting on potential benefits and risks of IRA rollovers
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Charitable Giving
  • Estate Planning Strategies
  • Investment Management
  • Retirement Income Strategies
  • Retirement Planning Strategies

Qualifications

  • CLU® Chartered Life Underwriter®

Community participation

Glenn continues his dedication to our community by providing meaningful, consistent participation in activities that support and improve social well-being. He has served on a number of board positions and sponsored multiple non-profit organizations including:

  • Ormond YMCA. Enhancing the lives of members and the community
  • Volusia LiteracyCouncil. Providing free tutoring for adults in reading, writing and math
  • Halifax Hospice. Dedicated to making dying and living comfortable and meaningful
  • Family Renew Community. Providing families and children a safe, stable place to live
  • Greyhound Rescue. Placing retired greyhounds to forever homes

Interests

Outside of work, he spends most of his time with his wife, along with his four children and granddaughter, Sloan. Glenn enjoys supporting our community and spending time outdoors.