Glenn has more than 30 years of financial-services experience and focuses on asset-management services, retirement planning and investment planning. He has earned the CERTIFIED FINANCIAL PLANNER™ certificate and is dedicated to helping his clients accumulate, preserve and distribute their wealth while providing unmatched personal service.
Prior to forming CenterPoint Wealth Advisors in 2010, Glenn was a Vice President – Investments at Wells Fargo Advisors and A.G. Edwards. Since 1988, he has spent his career helping affluent families and business owners plan for and pursue their retirement goals. He has also given numerous educational seminars around the Maryland area on topics as varied as asset allocation and proper estate planning techniques.*
Glenn holds a bachelor’s degree in business administration and finance from Washington & Lee University. He and his wife, Denise, live in Annapolis and are active in their church and local community. Glenn enjoys golf, boating and is an avid cyclist having completed several multi-day 500 mile fundraising rides to fight MS.
*CenterPoint Wealth Advisors and Wells Fargo Advisors Financial Network do not provide tax or legal advice