Glen joined American Trust Wealth in 2025 after spending his career of over 30 years working with individuals, business owners and trustees developing strategies to address their financial goals. This transition offers a larger organization which features a dedicated investment committee to aid in building personalized investment portfolios for clients and significant support services to enhance the client experience.
Glen also is a registered representative with New Edge Securities and an Investment Advisor Representative of New Edge Advisors.
Glen works with and advises individuals on retirement, investment and estate planning. By focusing on the individual’s needs, desires and resources, Glen helps clients develop a sound strategy to implement and address their goals. Together with the client’s input, Glen will implement strategies to move the client toward their goals and will review the strategies on a regular basis throughout the years.
Glen also works with business owners and corporate trustees in various aspects of employee benefit areas including qualified and non-qualified retirement plans, participant education, executive benefits and succession planning. He will work with the clients to implement the strategies in the most cost and time efficient manner.
Glen received his Bachelor of Science in Economics from Penn State University in 1989 along with a focus on Finance. Glen earned the Accredited Investment Fiduciary® (AIF) professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh.
Glen currently lives in Cranberry Township with his wife. He has three adult children, all who have started their professional careers spread out over the country. Free time is spent visiting the kids, hiking with his wife, golfing and skiing.