Mission-Driven
Our financial advice is rooted in Biblical stewardship principles that are focused on providing clarity in your life and impacting those you love.
About Our Practice
Our Team
Glenn Financial has been serving clients across the country for nearly two decades.
Our company’s mission is to help align stated values with tangible outcomes.
We believe that every person should have the opportunity to see their core values reflected in all areas of their financial life: From the way we invest and steward for ourselves and our loved ones, to how we desire to give and be generous.
By utilizing a team approach, Glenn Financial provides wealth management and financial planning services to clients in all stages of life. Our specialty is serving business owners, retirees, and values-conscious investors.
We work with our clients to develop a core financial plan that reflects their goals, values, and dreams. Our focus is to help our clients create clarity in their financial lives. Our advice is rooted in decades of conventional financial wisdom and is focused on helping our clients steward their resources well.
We invite you to schedule a complimentary consultation to see if we are the right partner for you.
Our Team’s Values
Todd
CEO & FOUNDER
Todd has been a financial advisor since 2008, with a focus on working with families and small business owners pulling from his experience of running several small businesses throughout his career. Before his financial career, Todd spent 20 years in education as a secondary education teacher and school principal. He finds satisfaction in having a job done well and lives by the motto: “Leave it better than you found it” which has permeated itself in all areas of Glenn Financial’s vision and mission.
Todd loves to educate clients about financial matters. He is especially passionate about helping his clients align their investments with their moral values.
In his free time, he enjoys time with his wife, Kim, and his twelve (soon to be 14) grandchildren. He enjoys astronomy, baking, and is a shark in his favorite game: Acquire.
Kyle
Managing Director
Kyle is the financial planning specialist at Glenn Financial. He completed the CFP exam in March 2023. His main role involves overseeing the day-to-day operations of Glenn Financial while also providing personalized financial planning services to clients. When it comes to working at Glenn Financial, Kyle finds satisfaction when he sees lives changed and hears stories of success. “I love being in a role that focuses on coaching and partnering with our clients.”
Before joining Glenn Financial, Kyle gained valuable experience in the banking sector as a consumer lender. Outside of work, Kyle and his wife, Susanna, are proud parents to one daughter, with another child on the way.
Guilty Pleasure: Listening to sports podcasts!
Charities We Support
Preferred Providers
At Glenn Financial, we take an integrated team approach with your other advisors to ensure that your financial plan is embracing your holistic picture. If you are currently searching, let us help you find someone we know and trust to serve you in that way.
Adam Brink, CPA
With a background in two of the Big-4 accounting firms in audit and consulting for small, medium, and Fortune-500 companies and over 20 years of audit, tax, SEC reporting, and business strategy consultation, Adam brings a unique blend of experiences for our clients.
Adam has helped with business formation, succession planning, tax minimization, and execution of business continuity planning. He is an expert in professional trustee services, tax preparation, and business advisory and works hand-in-hand with our team at Glenn Financial.
Contact Information:
Direct: (540) 578-6133
[email protected]
*Shendoah Valley Accounting tax preparation and consulting services are not offered through the cfd companies or Glenn Financial. Neither the cfd companies or Glenn Financial provide legal or tax advice.
Susanna Glenn
Prior to specializing in Medicare Insurance solutions, Susanna spent time in the financial services industry as a Client Service Coordinator and Manager. Her compassion and dedication to her clients is perfect for those trying to navigate the confusing terminology and timelines of Medicare.
Medicare Planning Services:
Medicare Advantage (Part C)
Medicare Supplements
Prescription Drug Plans (Part D)
Hospital Indemnity
Medicare Planning
Direct: (240) 344-3498
[email protected]
*Streamline Insurance services are not offered through the cfd companies or Glenn Financial. Neither the cfd companies or Glenn Financial offer Medicare Planning services.