ABOUT
We are passionate about creating a wealth planning experience that leaves a client comfortable and confident in their financial future. Our genuine care and jovial nature will help clients of all backgrounds not only come away with a solid plan, but have confidence they have begun a long-lasting partnership.
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We have partnered with Partners Financial Group and Vicus Capital to provide comprehensive wealth planning and strategies to help investors reach their financial goals.
OUR TEAM
Glenn H. Williams, CLU®, CHFC®
Founder and Wealth Planner,
Registered Representative
Glenn has been involved in the financial services industry for over 50 years! He began by selling life insurance and continued to grow and evolve his expertise to expand his ability to assist clients in their financial wellbeing.
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Glenn understands that the key to a strong, lasting financial partnership is building trust and confidence with his clients. Glenn's genuine care and expertise have earned him the continued trust of his clients for decades. His clients know that they have more than a wealth planner in Glenn, but a friend who's passion for their wellbeing is unmatched.
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Glenn is an alumni of Penn State University and holds Series 1 and 63 registrations, in addition to being a Chartered Financial Consultant (ChFC)® and Chartered Life Underwriter (CLU)®. Glenn enjoys spending time with his wife of over 50 years, his 2 children and 4 grandchildren. Glenn also enjoys his dogs and is passionate about his faith.
Elizabeth Berry
Administrative Assistant
Elizabeth is Glenn’s daughter and has served as his Administrative Assistant since 2020. She is responsible for schedule organization, meeting planning, coordination of incoming and outgoing communications, preparation of documents, and correspondence with clients.
Elizabeth earned a Bachelor of Science from Lycoming College in Nursing in 2003. She enjoys time with family, working in the Emergency Department, exercise, Volunteering at PAWS, attending sporting events and concerts, travel, and being outdoors. Elizabeth holds a Pennsylvania Nursing license and a Pennsylvania Accident and Health, Life and Fixed Annuities license.
Vicus Capital Back-Office Support
Kim Casner, ESQ.
General Counsel,
Registered Representative
Kim serves as General Counsel and Senior Vice President for Vicus Capital. In this capacity, she oversees all aspects of the firm’s compliance and legal departments. Kim is responsible for promoting and ensuring compliance with all federal and state financial laws and regulations. Additionally, she maintains oversight of all policies and procedures of the firm. The scope of her work extends beyond the firm, having served on the advisory board of Walnut Street Securities on behalf of financial advisors. Kim began her career as managing attorney for AHC, Inc. in Manassas, VA. She graduated from The Pennsylvania State University, receiving her Bachelor of Arts degree in Political Science and earned her Juris Doctor from the Widener University School of Law. She is admitted to the Commonwealth of Pennsylvania as an attorney at law. Kim holds FINRA registrations Series 4, 7, 24, 53, and 66.
David Rosenblatt
Director, Investment Strategies
David serves as Director, Investment Strategies and is a member of the firm’s Investment Committee. He serves as the team leader for the management of the firm’s investment platforms lineup. David is responsible for leading the firm’s investment research, ongoing manager due diligence, and ultimate portfolio construction process. He plays a key role in determining strategic portfolio positioning, dynamic portfolio shifts, enhancements to existing programs, researching strategy providers, and the development of future programs. David holds a Bachelor of Business Administration in Risk Management as well as a Masters of Investment Management degree from Temple University. David is a Level III Candidate in the CFA Program and holds a FINRA Series 65 registration. David Rosenblatt is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by this individual is in no way related to Cetera Advisor Networks LLC or its registered representatives.
Rob Hinson, CFA®
Director, Investment Operations & Trading
Rob is a holder of the Chartered Financial Analyst® designation and serves as Director, Investment Operations & Trading. He is responsible for managing all operational aspects of the investment department, including technology systems, vendor relations, as well as processes and procedures. He is a key contributor to ongoing investment due diligence and research and serves as a member of Vicus Capital’s Investment Committee. Rob graduated Cum Laude from Central Michigan University and holds a Bachelor of Science in Business Administration in Personal Financial Planning with a minor in Accounting. Rob also holds FINRA Series 7 and 66 registrations. Rob Hinson is a Non-Producing Registered Representative with Cetera Advisor Networks LLC.
Amy Sanor, CFP®, CRPC®
Financial Planning Specialist
Amy assists in the creation and delivery of customized financial plans for our clients and assists with security, estate, and tax planning. Amy is a graduate of Youngstown State University where she double-majored in Finance and Accounting. She holds the Certified Financial Planner (CFP®) designation, the Chartered Retirement Planning Counselor (CRPC®) designations as well as Series 7, 63, and 66 registrations and PA Health and Life Insurance licenses. Amy is an avid traveler and has visted a multitude of countries and looks forward to visiting more. Amy Sanor is a Non-Producing Registered Representative with Cetera Advisor Networks LLC.