Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Glenn has over 20 years in the financial services industry helping clients pursue their financial goals. He holds the Chartered Financial Consultant® (ChFC®), Chartered Retirement Plans SpecialistSM (CRPS®) and Chartered Retirement Planning CounselorSM (CRPC®) designations. Glenn helps clients prepare for their advanced investment planning needs as individuals, professionals and business owners. Glenn helps clients navigate the complex world of financial products and services designed to identify and implement an effective planning strategy applicable to their unique concerns. He has the knowledge, experience, and support systems clients need in order to pursue their financial goals.
Glenn lives in Ijamsville, MD with his wife and two daughters, is the past Chair of the board of directors for the Frederick County Boys & Girls Club and an active member of his church.
*ChFC® and Chartered Financial Consultant® are the property of The American College, which reserves the sole rights to its use, and is used by permission.
*Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.
*Chartered Retirement Plans SpecialistSMand CRPS® are registered service marks of the College for Financial Planning.
Community involvement is an integral part of how we interact with clients and communities. We are enthusiastically involved with volunteering and fundraising for organizations such as Boys & Girls Club of Frederick Co., Rotary Club of Frederick, Pucks with a Cause as well as other charities . Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.
Frostburg State University
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.