THE TRUSTED FINANCIAL PARTNER
FOR NEWPORT NEWS & NORFOLK SHIPYARDS
PEOPLE EARNED 3% MORE
WHEN THEY SOUGHT HELP WITH THEIR 401(K), latest studies show*
*According to Vanguard's study based on their Alpha Framework. Putting a value on your value: Quantifying Vanguard Advisor's Alpha. Vanguard Research, 2014.
INTEGRATED WEALTH MANAGEMENT
A STRATEGIC APPROACH TO FINANCIAL WELLNESS
TAKE CHARGE OF YOUR FUTURE
WITH ROCK-SOLID FINANCIAL ADVISORY SERVICES
LEAVE A LEGACY
WELL-ADVISED GOVERNING OF YOUR PERSONAL INVESTMENTS
All client relationships begin with the establishment of a prudent investment management strategy.
Working to establish a defined retirement plan that identifies tour needs and monitor results.
Providing a coordinated understanding of evolving insurance, education, and estate planning needs.
We are deeply committed to our client's personal well being. We endeavor to deliver clear, objective, and prudent financial advice, while adhering to the principal of good stewardship. Our recommendations are designed to help grow, preserve, and eventually transfer wealth on accordance with our client's personal goals and objectives. We strive to create a relationship of respect and integrity that will allow our clients to focus their time, energy and resources on faith, family, and friends.
Over 48 years in the insurance and financial services business, Glen’s greatest satisfaction is the relief and appreciation expressed when clients are experiencing some of the most difficult circumstances of their lives. His experience with “regular” people who work hard and whose goal is to provide for and protect their families, and whose relentless pursuit of information accurately informs his clients. Glen has held numerous Leadership roles in professional, civic, youth and sports organizations.
BFA, Registered Representative, Investment Adviser Representative
I serve a variety of individuals, families & small businesses to help them identify and pursue their financial goals. I monitor progress toward those goals, making recommendations and periodic adjustments as needed along the way. I ensure all of my clients are consistently informed about their progress, communicating regularly- helping them to navigate their way to the goal of having a successful, reliable source of income for retirement, and beyond. Many of my clients are employees at Bon Secours, CHKD, Riverside, Sentara, and Hunington Ingalls & I would love to talk with you about your financial goals and offer my expertise!