Practice Focus
- Individual, Family, and Small Business
- Financial Planning
- Estate Planning Strategies
- Accumulation Analysis of Insurance & Investments
- Income for Life Distribution Planning
- Employee & Group Benefits
Education/Certification
- BBA – Texas Tech University
- MBA – West Texas State University
Glenn is a long time resident of the Texas Panhandle and an Amarillo native.
He received a BBA in Finance from Texas Tech University in 1977 and an MBA
with emphasis in Economics from West Texas State University in 1988.
Glenn’s career in the financial services field spans 37 years, including 12 years
in commercial banking. He is licensed to offer general securities, life insurance
products and other publicly regulated securities.
For the past 18 years, he has been in the financial planning field. Glenn’s
consultative approach includes cutting edge tools such as portfolio analytics,
social security optimization, and component asset/liability & income modules.
His planning involves “big picture” analysis as well as stress testing specific to
each custom engagement.
Glenn and his wife Sheila have three children in their mid- 20s, each working
to build their own financial house. Civic involvements include tutoring and
mentoring in the areas of math and finance. Glenn has taught local college
courses, been involved with Crown Financial, and is active in his church. He is
also keen on environmental and natural health topics.