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 a similar vision for personal and financial prosperity. His extensive experience as an investment professional and advisor enables his clients to make smart financial decisions throughout their lives.
Glenn’s dedication to his clients and Avista is a byproduct of his lifelong passion for athletics and competition. As a former high school and college athlete, he truly understands the value of trust and teamwork as well as an unwavering commitment to winning. Great relationships are born from shared values and common goals and thrive under loyalty and mutual respect.
Prior to the creation of Avista Wealth Management in 2009, Glenn served in various investment and advisory roles with HOLT Value Associates, Credit Suisse and Orion Capital Management. He received his Master of Science in finance from DePaul University (1998) and his bachelor’s in marketing/finance from the University of Cincinnati (1991). At UC, Glenn was a three-year letterman at quarterback for the Bearcats.
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