About:

Glenn has provided advice to individuals, families and small business owners since 2007 and opened his own independent practice in 2012. Together with his assistant, Debi Lopes, they support many investors in various stages of life and wealth.

Glenn loves what he does and prides himself as being an important resource in the community and a valued advisor to his clients. When his clients do well so does the community, his team and his firm.

Plain talk and a proven process have been instrumental in Glenn successfully growing his practice. By taking a consultative approach focusing on goals and providing personalized solid advice have contributed to long lasting client relationships.

Glenn enjoys spending time with his family, traveling, touring on his motorcycle and is a hobby mechanic. He lives in Epping with Lisa and his dachshund Scoobie.

Debi and Joe Lopes

Glenn and Lisa

To see if we are a good fit, drop us a line and we will schedule to meet face to face, virtually or by phone.

Our core values:

We are:

Authentic- Being our best while being ourselves
Best in class- Strives to be the best version of oneself and one's business.
Accurate, principled, and have open communication
Solution based- Own it, find the answers, solve it.
Respectful to all- Respect is expected in all of our dealings.
Trustworthy and trusting- Trust is earned and not taken for granted
Celebrating successes, yours and ours- Successes and milestones are a big deal and are recognized and celebrated
Having Fun- Life is fun, we are.

Securities offered through Moloney Securities Co. Inc. Registered Broker-Dealer. Member FINRA/SIPC. Investment Advisory Services offered through Moloney Securities Asset Management, LLC a Registered Investment Adviser.