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

Integrity
Your interests will always come before our own. We strive to consistently serve above and beyond your expectations.
Generosity
We encourage generosity. Whether that be wealth, time, or passing along wisdom, we believe our life story is best shown through the lens of a free and giving heart.
Partnership
Transactional relationships fall short of creating lasting impact. We value partnering with our clients as we move along our stewardship journey.
Transparency
We believe that transparency and honesty is the only way to foster trust. We invite open and honest dialogue.
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Todd, CKA®

CEO & FOUNDER

As a Certified Kingdom Advisor®, Todd has used his experience running several small businesses throughout his career to work with business owners and individuals since 2008. 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!

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.

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