Our Qualifications

Glenn Griffin, AAMS

Glenn Griffin offers more than a decade of experience focused primarily on independent financial advisory and high-level money management. He's acquired valuable insight over the years, working with clients through well-known asset management and retirement planning firms as well as his own private practice, where he concentrates on fee-based services using customized models.
Taking the time to listen to his clients needs, Glenn carefully evaluates risk tolerance levels and long-term goals. He then uses a tailored blend of mutual funds, stocks, bonds, insurance products and Exchange Traded Funds (ETFs) to assist with investment planning. He believes client portfolios should be reviewed and adjusted on a regular basis, as the market fluctuates, as goals change and as financial situations mature. Mr. Griffin considers himself responsive, enthusiastic and extremely detail-oriented.
Glenn earned his BSW from Southwest Texas State University. He holds the Accredited Asset Management Specialist designation along with series 7 and 66 registrations. A long-term resident of Central Texas, Glenn enjoys outdoor activities, motorcycle rides, cooking and outdoor grilling with his wife and children.