Biographies

 
  • Steven Glenn, CLU®, ChFC®, MSFS, MSM, AIF®

    Steven Glenn, CLU®, ChFC®, MSFS, MSM, AIF®

    Managing Partner

  • Kathy Mathews-Glenn, AIF®

    Kathy Mathews-Glenn, AIF®

    Managing Partner

  • Philip D. Rogero, FSCP®, CRPS®

    Philip D. Rogero, FSCP®, CRPS®

    Managing Partner

  • Michael Rogero, CLU®, ChFC®

    Michael Rogero, CLU®, ChFC®

    Vice President - Estate and Financial Planning

  • Tara Eulenfeld, CRPS®, AIF®

    Tara Eulenfeld, CRPS®, AIF®

    Director of Business Development

  • Raji Corey, FSCP®

    Raji Corey, FSCP®

    Director of Financial Planning

  • Elizabeth Barrow, FSCP®

    Elizabeth Barrow, FSCP®

    Financial Advisor