With over 35 years of experience in helping individuals and small business owners reach 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 Certified Financial Planner™, 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."Please note that current regulatory policy does not allow me to receive endorsements of skills and expertise."7160150RG_Oct26
Listed skills include Planning and Life Insurance.
