Who We Are
Rooted in stewardship.
Our financial advice is rooted in faithful stewardship principles — focused on providing clarity in your life and impact for those you love.
Glenn Financial has been serving clients across the country for nearly two decades — helping business owners, retirees, and values-conscious investors align their finances with what matters most. Our advice is rooted in faithful stewardship principles and decades of conventional financial wisdom.
Meet Your Advisors
Todd Glenn, CKA®, CEPA®
Financial Advisor
Todd has been a financial advisor since 2008, with a focus on working with families and small business owners — drawing from his experience running several small businesses throughout his career. Before his financial career, Todd spent 20 years in education as a secondary education teacher and school principal.
He lives by the motto: “Leave it better than you found it”— a philosophy that has permeated every aspect of Glenn Financial’s vision and mission. Todd is especially passionate about helping clients align their investments with their moral values.
In his free time, he enjoys time with his wife, Kim, and his twelve (soon to be 14) grandchildren. He enjoys astronomy, baking, and is a shark at his favorite game: Acquire.
Kyle Glenn, CFP®, CEPA®
Financial Planner
Kyle is a financial planner at Glenn Financial. He completed the CFP exam in March 2023. His main role involves overseeing the day-to-day operations of Glenn Financial while also providing personalized financial planning services to clients.
“I love being in a role that focuses on coaching and partnering with our clients.” Kyle finds satisfaction when he sees lives changed and hears stories of success. Before joining Glenn Financial, he gained experience in the banking sector as a consumer lender.
Outside of work, Kyle and his wife, Susanna, are proud parents to one daughter, with another child on the way. Guilty pleasure: listening to sports podcasts!
What Clients Say
“Kyle manages my money like it's his. We both know it's God's money & we are just being good stewards.”
Leo
“He is always caring, patient and professional. His knowledge and advice of financial planning have been invaluable.”
Nora
“Kyle Glenn is incredibly kind to work with! He explains complex financial topics in simple terms.”
Nick
“In a world that feels confusing and chaotic, meeting with the team was very refreshing.”
Stachy
“Kyle did an awesome job with reviewing my tax returns. He saved me a lot of money.”
James
This advertisement contains one or more client testimonials. No material compensation is paid for client testimonials. Client experiences vary, and testimonials speak to the particular client experience, and are not representative of all client experiences. If you wish to review other client testimonials maintained by the branch office, please reach out to our office at (540) 867-5702. The client providing the testimonial does not have any material conflicts of interest as it relates to the testimonial provided.
Our Values
These aren’t just words on a wall. They guide every client interaction, every recommendation, and every plan we build.
Clarity
We cut through complexity. You'll always know where you stand, what your options are, and what we recommend — and why.
Integrity
We act in your best interest, full stop. Our commitment to you isn't a buzzword — it's the foundation of every relationship.
Partnership
Your success is our success. We're in your corner for the long term — through market volatility, life transitions, and everything in between.
Ready to Start the Conversation?
Schedule a free introductory meeting. No commitment, just clarity.
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