I found Glenn through Ramsey's SVP program as well as heard him on the Jeff Oravits Show. After listening to him talk about money and retirement with Jeff, I came away with someone who has a passion for teaching and helping others to learn and understand the complexities that exist in the financial world. I was really impressed by his knowledge of current financial events as well as political events and how they affect ongoing finances. I knew instantly he was going to be the right fit for me. I called to schedule an appointment with Wealth Management, and the staff was extremely prompt and professional. They had me scheduled within a matter of days for an in-office visit, which I had requested. (They also offered phone, zoom as well for my convenience, much appreciated). I am very happy to say that the front office staff when I got there were amazing. Very friendly, professional, and accommodating. Glenn did an excellent job at educating me, listening to my needs, and following through with multiple solutions for my financial needs. He had the heart of a teacher. Very professional, and knowledgeable, and broke things down in a way that I could understand. He was and has to this day been extremely prompt and on top of communications and administrative details. He treated me like a human being, was down to earth. This is huge for me, I'm a very "in-person" kind of guy and like to meet face-to-face when doing things of this nature. Trust is hard to come by these days. And so far, I have to say the team at Wealth Management has knocked it out of the park. Glenn also educates others in his spare time for free. What do I mean by this? He has dedicated time on top of his work to do a weekly financial podcast. He manages and produces this on his own. I'm in the tech background as well as multimedia and this is a time-consuming thing to do. This just shows me that he is more than just "some financial guy" he has a heart for teaching and educating others. This speaks volumes about his character as a financial advisor. I can't say enough good things about Glenn. I look forward to the coming years and the ongoing business relationship with Glenn and Wealth Management. If you are in the Northern Arizona area and need help or a plan for your investments, Glenn is your man. Thank you to Glenn and the team at Wealth Management for your excellent service! read more

Glenn has always been present and quick to respond to any inquiries I've made regarding my IRA. Even though it's a small account he's treated me as if it were much larger. read more