Regional Vice President
Glen began his career in financial services in 2005. After starting at Morgan Stanley in La Jolla, CA, Glen was recruited to Fidelity Investments where he excelled as a top performer to Vice President Financial Consultant. There he worked with affluent clients and business entities to build sophisticated strategies around investments, retirement planning, income protection, and asset protection. A native Texan, Glen served in the medical field of the U.S. Navy. Glen graduated from San Diego State University with a Bachelor of Science in Business Administration and holds the FINRA Series 65 license. He and his wife Kalani enjoy traveling, date nights, and being active with their two children.