Our Team

What I love about my job

I love getting to know what's important to my clients and the gradual process of earning their trust. The personal relationships I've developed for the past 37 years are so meaningful to me. This job has given me the privilege and honor to have helped countless people achieve financial security and a lifetime of income.

Education & Experience

I began my career in 1982 as a financial advisor with Shearson Lehman Brothers. In 1987 I changed firms and joined Dean Witter Reynolds which is now known as Morgan Stanley. After spending nearly nine years with the major brokerage firms, I made the decision to become an Independent Financial Advisor. in May of 1991, I opened my own firm, Glownia Financial Group. Becoming an Independent Financial Advisor permitted me to forge a deeper relationship with my clients and put their interests ahead of corporate America. My licenses include FINRA Series 3, 7, 24, 63 and 65, held through LPL Financial. I have clients in 25 states with registered offices in New York, Virginia, and Florida.

Something that may surprise you

Like many of you, I find respite in cooking for family and friends. It has been a passion of mine for years. In the summer months, I cultivate a large garden so I can harvest the freshest of vegetables to use in many of my creations.

Get to Know Me

 

What I love about my job 

This career gives me the opportunity to meet a lot of interesting people, learn about their stories, and help them in big ways. Financial planning is complex, and it usually involves much more than money. When someone invites me into their life, to understand what's most important to them (and what keeps them up at night), it leads to an extremely personal relationship. I love being able to support our clients in so many different aspects of their lives.

Education and Experience 

I have more than a decade's worth of experience in the financial services industry. Prior to Glownia Financial Group, I was on the Executive Committee of RiverFront Investment Group in Richmond, VA. While there, I served as Co-Head of the Investment Committee and oversaw a team that managed more than $8B of client assets.

I've frequently been quoted by the financial press, such as the Wall Street Journal, Bloomberg News, USA Today, and Reuters, covering various financial planning topics and offering my thoughts on the market. 

I received the Chartered Financial Analyst® Designation in 2012 and the CERTIFIED FINANCIAL PLANNER™ Certification in 2017. I graduated with honors from Allegheny College with a degree in Managerial Economics and hold FINRA Series 7, 24, and 66 licenses with LPL Financial.

While I'm proud of the credentials and experience mentioned above, more important is my passion for helping the clients that have entrusted me with their financial planning and investment management needs.  

Something that may surprise you 

I've played the piano since about 4 years old and probably know how to play your favorite song! 

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What I love about my job 

I love interacting with our clients and being able to personally connect with them. My job is to make everything as convenient as possible for our clients to ensure they get the experience they deserve. I've done this for almost 30 years and its always a privilege to share such meaningful life experiences and events with our clients. 

Education and Experience 

I've been working with Glownia Financial Group since 1992. I hold my FINRA Series 7 and 63 licenses through LPL Financial. I graduated from Bryant & Stratton Business Institute with highest distinction in their Word Processing Secretarial program.

Something that may surprise you:

I love to cross stitch and make beaded ornaments which I give as gifts, especially during the holidays.  I am also the biggest fan of one of the most talented baseball players I know, my son Frankie.  My family and I spend most of our summer traveling locally and out-of-state watching my son’s team which we enjoy thoroughly.

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What I love about my job 

I was introduced to the Financial Services space with a focus almost solely on the investment and portfolio construction side of the business. I quickly learned, and became enamored with, the other (and just as important) aspects of Financial Planning - which in combination make for a much more holistic approach in viewing each client's unique financial and personal journey. This role has created lasting relationships and there is no better feeling than helping someone see their long-term goals come to fruition.

Education and Experience 

With more than a decade's worth of experience in Financial Services, I have gained exposure to several facets of the industry. Prior to joining Glownia Financial Group, I was on the Operating Committee and served as National Accounts Director for RiverFront Investment Group located in Richmond, Virginia. As National Accounts Director, I was charged with growing and maintaining all our Home Office, Product, and Platform Relationships where we managed more than $8B in client assets.

I graduated from Wofford College in 2012 with a degree in Accounting and hold FINRA Series 7 and 66 licenses with LPL Financial.

I earned my Certificate in Investment Performance Measurement™ designation in 2015 and the CERTIFIED FINANCIAL PLANNER™ Certification in 2019.

Like the rest of the team, I am proud of my professional achievements and credentials, but the main source of pride is being able to apply these skills to tangible, real-life situations to help our clients.  

Something that may surprise you 

I’ve been obsessed with geography since I was a child and could name all 50 state capitals in Kindergarten! 

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