Pensionmark Pittsburgh/ Axios Advisory Group
MEET THE TEAM
Why do I do what I do? Because I believe that plan sponsors deserve to feel confident that the plan they offer employees is understood, appreciated and effective! Additionally, I believe that every retirement plan participant and individuals planning their own retirement deserves the tools and education to become retirement ready!
How do I put this into action? I take the hassles (and yellow sticky reminders) off your desk, we strive to give you a plan that’s healthier for your company and your employees. You’ll receive hands-on “boutique” service from an independent advisor backed by the scale and support of a major national firm. We aim to help you improve: service, employee participation, plan health, compliance.
What I offer is a fresh look at retirement plans and planning. Of course, you need to take a look at Fees, Funds and Fiduciary controls and we’ll help you, but what’s missing? “We look at retirement differently”
Recent initiatives include:
—co-authored “Beating the Best, Winning Strategies to Improve Your Companies 401k”
When not consulting with retirement plan sponsors and individuals, I enjoy spending time traveling with my family (including the two dogs) and playing as much golf as possible.
What do I bring to the table as a retirement provider and advisor?
A very uncommon breadth of experience from virtually all aspects of the retirement industry.
During my career I have developed expertise in advisory services, investment management, plan recordkeeping, design, and administration. My experience makes it possible for me to look at every retirement plan from all angles finding ways to help optimize each plan's performance and costs from all providers.
As an advisor, I am backed by scale, and support of a major national firm with a substantial support staff. This support enables me to focus on the important aspects of your retirement plan.
As a provider of recordkeeping and administration services, I have the ability to work with all of the national big box providers while also being able to customize solutions using our own platform making it possible to find solutions the aim to fit your plan's needs.
As a specialist in plan administration and design, I can help fund ways to tailor a plan design the works for your goals or implement additional plans such as cash balance or non-qualified plans if your situation calls for it.
What I offer is a fresh look at retirement plans and planning. Of course, you need to take a look at Fees, Funds and Fiduciary controls and we’ll help you, but what’s missing? “We look at retirement differently”
Recent initiatives include:
—co-authored “Beating the Best, Winning Strategies to Improve Your Companies 401k”
Glen works with and advises individuals on:
Retirement Planning
Investment Planning
Estate planning
He focuses on the individual’s needs, desires and resources & helps clients develop a sound strategy to implement and address their goals. Together with the client’s input, Glen will implement the strategies to move the client toward their goals and will review the strategies on a regular basis throughout the years.
Glen also works with business owners and corporate trustees in various aspects of employee benefit areas including:
Qualified and Non-Qualified Retirement Plans
Participant Education
Executive Benefits
Succession Planning
He will work with the clients to implement the strategies in the most cost and time efficient manner.
Glen received his BS in Economics from Penn State University in 1989 with a focus on Finance. Glen earned the Accredited Investment Fiduciary® (AIF) designation, awarded by the Center for Fiduciary Studies.
Glen lives in Cranberry Township with his wife, Linda. He has three adult children, two who have started their professional careers and one finishing his college career. His free time is spent hiking with his wife, golfing, playing other sports, traveling and being involved with volunteer activities.
I have more than 20 years of experience in the Investment and Financial Services industry. I currently maintain the following registrations: 6,7, 24, 51 and 63.
When not working, I enjoy my time with my family, especially my grandchildren. We love spending time at our camp in the summer and fall months. Fishing and boating have become a favorite pastime of ours. Of course, I am a big Steelers and Penguin fan as well!!