Whether “it” is a managed investment portfolio; insurance coverage for your family and assets; a comprehensive financial plan for retirement; or simply setting up a college savings plan for your children; Avista can help you achieve “it”.
Avista works with clients who have accumulated $500,000 or more in investable assets and seek to acquire long-term financial security through disciplined wealth management strategies.
Please Join Us On Thursday, May 9Th From 6:30Pm-8:30Pm For A Night Of Golf Instruction, Cocktails And Investment Insights At The Shack Indoor Golf Club (1717 Chestnut Ave, Glenview).
Glenn is committed to his clients’ financial success and strives to be their financial coach and personal CFO. He works closely with individuals, families and small businesses who share his beliefs and values, providing portfolio management, insurance consulting and retirement planning services. His extensive experience as an investment professional and advisor enables his clients make smart financial decisions throughout their lives.
Glenn’s dedication to his clients and his firm is a byproduct of his lifelong passion for athletics and competition. As a former three-sport high school athlete and college football player, he truly understands the value of trust and teamwork as well as an unwavering commitment to success. Great relationships are born from shared values and common goals, and thrive under loyalty and mutual respect.
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