A few years later, a financial advisor met with Glen and his wife and recommended a financial plan, opening their eyes to the fact that they were not preparing adequately for their retirement. It was at this time that Glen first heard the term “actively managed money.” With his recent experience with investing in stocks, he was fascinated with the concept.

During the next year, while still somewhat skeptical of the financial plan, Glen and his wife were working the plan anyway. At the annual review, the advisor showed them where they had been and where they were at that point, and how much further ahead they were than they thought they would be. Their advisor then surprised Glen by suggesting that with his background and interest in investing, he thought Glen would be a great financial advisor and could help others like himself become better prepared financially.

Fast forward to now. For the last decade, Glen has been doing just that: helping other families open their eyes to the financial possibilities they were not aware of that would help them for the rest of their lives.

Glen has held Series 6 and Series 63 securities registrations and currently holds a Series 65 securities registration as an investment advisor representative (IAR) with Global View Capital Management.