Glenn is committed to delivering unparalleled financial education and service to his clients. Having been in the industry for over 25 years, he enjoys his long-term client relationships and welcomes the opportunity to create new ones. Understanding that each client is unique, Glenn begins the relationship with his discovery process by taking a detailed snapshot of where the client is across all mediums, i.e., healthcare, insurance, investments, retirement savings, college savings, estate planning and tax planning.
After graduating from West Virginia University, Glenn began his financial services career in Atlanta with UBS in 1997. He continued on to become a Vice President with Deutsche Bank where his team worked with families that sold their private company to a public company for restricted stock. In 2008 he happily moved to his wife’s hometown of Charlottesville and joined the local Merrill office. Glenn has over 20 years of industry experience and holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. as well as the Certified Investment Management Analyst® certification, administered by Investments & Wealth Institute™ and taught in conjunction with The Wharton School, University of Pennsylvania.
Glenn is a member of Central Virginia Estate Planning Council and a former board member of the United Way of Greater Charlottesville (2013-2015). Glenn volunteers his time at the Boys and Girls clubs of Central Virginia leading financial literacy classes to middle school students. In his spare time, he enjoys playing golf and tennis with his wife Maia and helping coach his son’s various sport’s teams.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.