I was really immersed in the world of investing in college when I studied finance and economics. I knew then that I wanted to be a financial advisor. At first, it was just a job in my field of study, but I quickly realized it was so much more than that. Understanding what is most important to my clients and helping them achieve those dreams became the most rewarding part of my practice.
Now, as I enter my 17th year in the business, I focus on using an established process to build personalized strategies to help my clients achieve their goals. I then partner with them throughout their lives to help keep them on track.
I, along with my dedicated branch office administrator, Pat Brown, have built our practice on trust and ethics. Our clients appreciate how we help them pursue their passions while striving to make them feel understood, informed, in control and secure.
I am a limited partner with Edward Jones and serve on the local region leadership team. I earned the CERTIFIED FINANCIAL PLANNER™ certification in 2011 to help more deeply serve my clients.
Outside the office, you will likely find me doing something active outdoors. It could be skiing, hiking, biking or enjoying a college football game with my wife, Erin, and our three children, Carson, Austin and Alaina.
If you think we would work well together, click on the "Request an Appointment" link to contact me for a free, no obligation discussion.
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Charitable Giving
- Portfolio Reviews
- Socially Conscious Investing
My Personal Interests
- Spending Time with Family
- Mountain Biking
- Sports Enthusiast
- Personal Fitness
Phone NumberBrent T Glogau at (503) 981-1798
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