Glen is a Principal and Senior Advisor and has been with Cornerstone since 2006. He works with a wide array of clients, and specializes in advising business owners, executives, and professionals just starting their journey. He believes that coaching and educating clients through all of their complex financial challenges is of utmost importance.
Glen starts by identifying and prioritizing a client’s short-term and long-term financial goals, and then works to provide a clear roadmap to meet these goals. He targets cash flow planning to reduce debt and increase savings, reviews insurance coverage to ensure that appropriate and adequate insurance is in place, and recommends strategies to minimize taxes. Education planning, retirement planning, and investment management are also part of the roadmap. Glen helps to bring all of these areas together, and then provides support and accountability along the journey as life and goals are sure to change.
Glen completed his undergraduate education at The University of Akron and earned the CERTIFIED FINANCIAL PLANNER™ designation in 2010 He also holds the ACCREDITED INVESTMENT FIDUCIARY™ (AIF®) designation.