Glen’s expertise is in taxation and the financial / legal structures of corporate ownership. His interest began with degrees in finance and taxation and expanded as he served in leadership roles in the companies he’s worked for and as an external consultant to others. Glen’s operational and management titles have ranged from department manager to COO and his experience spans finance, taxation, operations, H/R and technology.
As an analyst and consultant, he has worked directly with many companies throughout the US and has coordinated the firm’s analyst staff serving hundreds more. Glen is passionate about helping clients and team members achieve their goals. He presents a unique ability to see the big-picture, break down what’s needed to get results, and support execution.
Glen’s training includes a B.S. degree in Financial Planning and Counseling from Brigham Young University, a M.S. in Taxation from Golden Gate University, is registered with FINRA as a Broker-Dealer Financial and Operations Principal, and holds or has held other professional designations and licenses from financial services industry associations and regulatory bodies.
Glen serves on Rainier Group’s executive management team that establishes and implements the group’s business strategy. He is pleased to lead Rainier’s parent company’s financial planning group as its CIO of Wealth Planning, and is the managing member of the independently held Concenza, LLC, providing top-shelf directors to select private company boards.