Financial Advisor
2 months ago
Click here to add my contact information to your device:VCard
With over 35 years of experience in helping individuals and small business owners manage their financial goals, Glenn provides comprehensive retirement and life insurance planning - using a variety of investment and insurance products - to help his clients accumulate, protect, and preserve their wealth. He has a special interest in 401(k) plans, non-qualified retirement plans, and individual retirement planning.
In 2011, Glenn joined the team at Independence Financial. Prior to that, he held various financial advising, sales, and management positions at: FirstChoice Insurance Agency, SII Investments, Principal Financial Group, CUNA Brokerage Services and MetLife.
He is active in the Oshkosh community and has served on the boards for several groups including: Battle on Bago, Miravida Living, Oshkosh Community YMCA, Oshkosh Rotary Southwest, Oshkosh West Booster Club, Winnebagoland Estate Planning Council, and his church. He is a member of the Fox Valley Estate Planning Council and has been a speaker at industry events.
Glenn is a Chartered Financial Consultant and Chartered Life Underwriter. He earned his Bachelor of Business Administration from UW-Eau Claire and has passed the following securities exams: Series 24 – General Securities Principal, Series 7 – General Securities Representative, Series 6 – Investment Company Products/Variable Contracts Representative, Series 66 – Uniform Combined State Law, Series 63 – Uniform Securities Agent State Law, SIE – Securities Industry Essentials.
Glenn lives in Oshkosh with his wife Deb. Glenn and Deb like to bike, kayak, and attend local musical, theater, and sporting events.
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