Jeffrey Glenn

As a CERTIFIED FINANCIAL PLANNER^® professional, Jeffrey helps individuals approaching or already in retirement bring clarity and confidence to life's next chapter. His expertise lies in creating comprehensive retirement plans that coordinate every piece of the puzzle—investments, taxes, pensions, Social Security, cash flow, Medicare, insurance, debt management, charitable giving, long-term care, and estate planning—so clients can make the most of the wealth they've worked hard to build.

Jeffrey does this work because he believes retirement shouldn't feel like guesswork—it should feel like freedom. His process is grounded in the professional standards of the CFP^® Board, which demands rigorous education, experience, and ethics.

Jeffrey completed his CFP^® coursework at James Madison University, holds a B.S. in Engineering from Virginia Tech, and continues to meet ongoing education requirements to ensure every recommendation reflects current best practices. When not helping clients plan their financial futures, Jeffrey can likely be found enjoying time with family, exploring the outdoors, or tinkering with a new project—true to his engineering roots.