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
“5+++ stars! I have been a client of Glenn Financial for 2 years and they have been fantastic. Kyle has my portfolio out-performing the market and all of the benchmarks.…”Dave S.
“As a single mom, preparing for the future can feel overwhelming, but Kyle was able to assess my financial needs and help develop a plan with steps that are easy to understand and follow.…”Christy S.
“What stood out to me about Kyle was not just his professionalism, but the depth of his thinking. Even after years in business and financial services, I walked away having learned something entirely new and genuinely helpful, explained with clarity and wisdom.…”Ken G.
“Highly recommend, Extremely happy with the service provided by Kyle Glenn with Glenn Financial. The personal service and ability to help you understand difficult material is articulated exceptionally by Kyle and Todd Glenn.…”Sherri S.
“In a world that feels confusing and chaotic, meeting with the team was vary refreshing. My wife and I sat down with them recently to map out a game plan for our family and our business. We have gained clarity and confidence.…”Stachy K.
“I I have found Kyle to be consistently reliable and prompt with scheduled appointments either by phone or in person. He is always caring, patient and professional. His knowledge and advice of financial planning have been invaluable.…”Nora K.
“I've enjoyed working with Todd and Kyle over the last few years. I appreciate their responsive, timely attentiveness to all of my questions. Whether you are looking for personal or business investment advice, Glenn Financial can help!”D. B.
“Kyle Glenn is incredibly kind to work with! He explains complex financial topics in simple terms, helping me better understand my finances.…”Nick K.
“I would recomend Glenn Financial in Harrisonburg VA for your investing needs. Kyle is informative and attentive to my specific portfolio. He tends to look at the whole picture of your financial goals for the future.…”Vonnie H.
“I’m very impressed with Kyle‘s willingness and eagerness to be the best at what he does I’ve not known him for a long time, but I am pleased with the response and knowledge that he has for our financial situation. I would highly recommend him to anyone.”Mike Y.
“Kyle certainly goes above and beyond. He seeks to add value (not nickel and dime you) and cares deeply abut his clients.”Mike M.
“The biggest thing that I appreciate about Glenn Financial is their communication, and annual meeting to discuss my personal investment accounts.”Benjamin B.
“Kyle did an awesome job with reviewing my tax returns. He saved me a lot of money. I'm looking forward to working with him some more.”James S.
“Kyle manages my money like it's his. We both know it's God's money & we are just being good stewards.”Leo K.
“Good Men of integrity who care about investing funds morally and wisely!”Tyler H.
“Kyle Glenn is one of the best and brightest financial advisors in town! You will not be disappointed if you give him a call!”David B.
“Kyle is amazing to work with;) He is very trustworthy and knowledgeable! Highly recommend!”Oleksii H.
“Glenn Financial is Fantastic, very profecional, knowledgeable and easy to work with.”Bacilisa S.
“Kyle has been excellent to work with & is very knowledgeable with stradegy and planning for success!”Lawrence B.
“It has been a pleasure working with Glenn Financial. They are knowledgeable in their field and take care of their customers. I would recommend their services.”Wayne T.
“Todd and Kyle are very helpful and very knowledgeable.”Nelson K.
“Nothing but the best to say for Todd and Kyle. I highly recommend! Keep up the good work fellas!”Shawn R.
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.
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