Born and raised in Philadelphia and its suburbs, Glenn graduated nearby Pennsbury High School and then earned his degree at Drexel University with a concentration in finance, accounting, and business. Glenn worked at numerous businesses through the school's co-op program before completing the IRS training programs to become a field agent during his junior year of college. After graduating from college, he continued to work up the IRS agent ladder, learning all aspects of federal taxes. He worked with a small CPA firm and then one of the big public firms before starting his own practice in 1988. Glenn worked at his own CPA and investment firm with HD Investments, the leader of brokers that support CPAs to help their own clients with their financial goals and needs. Glenn transitioned to Commonwealth Financial Network^® as his RIA–broker/dealer and founded GlennCo, LLC, in 2019. 

Some of Glenn’s licenses and memberships include:

• Certified Public Accountant

• Life & Health Insurance Licenses

• FINRA Series 7 and 66 securities registrations

• Member PICPA

With more than 30 years of business and financial experience, Glenn has helped people from all walks of life, including professionals such as doctors, lawyers, and actuaries. Also included in his client list are athletes, entertainers, as well as teachers, police officers, and government workers. Glenn has licensing and clients in 10–15 states as the firm handles clients all over the country. Glenn listens to the client and plans savings, college, and retirement strategies for the young, nearing retirement age, and already retired, based on client needs with a realistic and measured analysis. 

Glenn handles all types of financial planning, including setting up and reviewing 529 plans, IRAs, SEPs, Simple and 401(k)s, as well as tactical taxable investment accounts outside of retirement and tax deferred. With Glenn’s CPA background, his analyzed strategies include tax savings analysis over a lifetime of investing and saving. 

Life Outside of Work

Glenn is an avid runner who has completed 12 ultramarathons and 31 marathons including 5 consecutive Boston marathons from age 46–51. He has also completed numerous 100-mile relay races, endurance events, and 17 consecutive Broad Street runs. His favorite pastime, however, is skiing, which he has done passionately for almost 50 years. Skiing some of North America’s steepest and roughest terrain, Glenn squeezes trips around weekends during the busy tax season in the winter. Glenn also enjoys golf, hiking and camping, his favorite Philly sports teams, and music. 

Glenn and his wife, Barb, have four great kids. Barb is a former IRS agent (where she met Glenn), then tax accountant, and now spends time working for a dance studio and the local high school in numerous capacities. The oldest child, only son Alex, lives in Seattle working as a computer software engineer. The oldest daughter, Blake, lives in the area and is working as a producer for the World Wrestling Entertainment Group. Daughter Cady loves music, festivals, snowboarding, and ultimate frisbee. Youngest daughter Dara is a senior at Council Rock High School, loving participating in color guard and sports while volunteering at her synagogue and other organizations. The family resides in Richboro, Pennsylvania.

Michael is a Certified Public Accountant in the state of Pennsylvania and has been practicing public accounting for more than 10 years. He has a strong background in the performance of accounting and tax services and helping clients achieve both personal and professional financial goals.

Michael earned a bachelor’s degree in business administration from Temple University in 2008 and has gained experience in a wide range of industries, including retail, manufacturing, not-for-profit, personal and professional service organizations, and small business development.  

Life Outside of Work

For the past six years, Michael has served on the board of directors of a local Bucks County nonprofit organization that supports local veterans. He lives in Bucks County with his wife, Christine, and two children, Mark and Ryan. In his free time, Michael has a strong passion for music, going to the gym, bicycle riding, and camping with his family.

Paul joins GlennCo after more than 7 years as a financial advisor and financial planning specialist with Morgan Stanley and Ameriprise Financial. Paul earned a BS in economics from Penn State University with a business minor and holds FINRA Series 7 and 66 securities registrations and PA, NJ, and MD, life, health, and disability insurance licenses. Paul enjoys staying active in the local community through his involvement in nonprofits and community events sponsored by business associations.

Life Outside of Work

In his spare time, he enjoys staying physically active through running, weightlifting, basketball, and martial arts, as well as playing the drums and guitar in several bands. Originally from Philadelphia, Paul remains an avid Philadelphia sports fan. 

Tricia is our newest member of the team, joining us in February 2023 as our Office Manager. She grew up in Philadelphia and has lived in almost every neighborhood. She holds a Bachelor of Science degree in Fashion design, and her previous experience includes being an Operations Manager, a Recruiter, and a Veterinary Practice Manager for small businesses in the area.

Life Outside of Work

Tricia currently lives in Lower Bucks County with her husband Sean, 2 young sons Eoin and Finnian, 2 dogs Ilse and Klaus, and 2 cats Artemis and Oy. She enjoys spending time with her family, going to Drive In movie theaters, and checking out local restaurants and breweries.