Glades Wealth Partners

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Thomas Harbour

Thomas Harbour

CRPC®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Visit Thomas Harbour's website
Abigail A Linn

Abigail A Linn

CRPC®

Financial Advisor

Visit Abigail A Linn's website

Team

Esther Gonczi-Sierens

Esther Gonczi-Sierens

Paraplanner,

Insurance Specialist

Qualifications

  • Series 7, 66
  • Office Hours:
  • Monday - Thursday : 9am - 5pm
  • Friday: 9am - 2pm

Roles & Responsibilities

  • Esther assists clients with all service requests, including account opening, insurance applications, transfers, distributions and trades.
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Alicia Chen

Alicia Chen

Client Service Specialist,

Paraplanner

Qualifications

  • Series 7

Roles & Responsibilities

  • Alicia is responsible for preparing for all client meetings and ensuring all follow-up items are completed after your meetings.
  • You can expect to receive more frequent communications from her as she begins to send your Financial Profile Update requests to you prior to your meetings.
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Regan Harbour

Regan Harbour

Operations Director

Qualifications

  • Office Hours:
  • Mon, Tue, Thur & Fri

Roles & Responsibilities

  • Regan provides client relationship support. She assists clients with meeting scheduling, enrolling in the Secure Site and Total View, Virtual Meeting setup and answering questions.
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Amanda Sausmer

Amanda Sausmer

Marketing Specialist

Roles & Responsibilities

  • Amanda is responsible for our Social Media Platforms, Websites, Client Events, Community Engagement and Webinars.
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Chelsea Zinser

Chelsea Zinser

Client Service Specialist