Glyn is a CERTIFIED FINANCIAL PLANNER^™ professional leading a comprehensive investment management practice. He utilizes his expertise and systematic approach to assist clients in analyzing their current financial situation, establishing long-term financial goals, and creating a customized retirement plan. Glyn reviews performance and provides updates to ensure his clients stay financially on course.

Glyn attended the University of Florida, and earned a Bachelor's Degree in Finance. His commitment to education continued in 2000 when he earned his CERTIFIED FINANCIAL PLANNER^™ designation. He began his career as a commercial lender/private banker with Bank of America then SunTrust Bank, and started his wealth management practice in 2000 placing clients’ needs first.

A longtime resident of Central Florida, Glyn is a dedicated advocate within his community. He has been a contributor to the Ask an Expert and Money Matters Hotline columns in the Money section of the Orlando Sentinel, and has served on various distribution panels within the United Way. He is a past member of the Orlando CEO Leadership Forum in partnership with Valencia College. Glyn previously served four years as assistant district governor and is a past president of the Rotary Club of Windermere.