Wealth Planning Advisor
Financial planning, design and service
Glenn has over 38 years of experience helping people, over 28 years in the financial services industry, and 10 years as a Certified Public Accountant in the State of Florida - currently not practicing as a CPA.
At Atlas Financial we follow Lincoln Financial Advisors' Serve First philosophy, which means that we must approach our clients with all the human understanding possible and with one desire: the desire to do the best job we can for that client. We must help our clients to recognize both the problems and opportunities they face, and we will strive to be the best team able to provide the financial counseling they require.
Our clients will react positively to sincere interest and genuine expertise the moment they recognize them, and they will spot insincerity and incompetence just as quickly. To embody this philosophy through and through, we must first be fully committed in all that we do to “serve first, last and always.”
Once we agree to work for our clients, we commit to take their problems into our hands, and we believe that when we constantly deliver the very best of service and professionalism and financial acumen, we are truly helping clients accomplish their objectives.
Lincoln Financial Advisors, our broker/dealer, is part of Lincoln Financial Group, the marketing name for Lincoln National Corporation and its affiliates. We have a 100‐year‐old heritage of helping people find solutions to their financial challenges ‐ with the same honesty, integrity, and responsibility that you'd expect from our namesake. It's a legacy that we proudly and respectfully continue each day. Glenn has been growing orchids for over twenty-five years. With proper care and planning they blossom with beautiful flowers. Making sure wealth continues to blossom to reach your goals, like orchids, takes care and planning. Such planning is not a single event. It is a process that we enjoy helping people develop and succeed in.
Glenn graduated from Florida Southern College with a Bachelor degree in Accounting and Business Management . He is a current board member at the Estate Planning Council of Manatee County in Florida.
Glenn currently holds: FINRA Series 63, 65, 7, 9 & 10 licenses.