Glen Amason

Senior Financial Planner

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As a Senior Financial Planner, Glen Amason helps our clients grow their financial confidence for the future. He helps clients balance their current needs with pursuing goals later in life. In addition to retirement planning, Glen is an experienced advisor with a focus on identifying and implementing wealth management solutions.

Glen has more than 30 years of experience in financial services advising professionals, executives, business owners and retirees. His background includes a variety of roles at several companies, which includes Edward Jones, Bank of America – U.S. Trust, Charles Schwab, Fisher Investments, and Fidelity Investments. Glen lives in Denton with his wife, Becky, and their daughters, Libby and Andie. He enjoys traveling, camping/backpacking and martial arts.

Designations and Licenses
CERTIFIED FINANCIAL PLANNER™
Insurance: Life, Accident, Health, Annuities, Long-term Care

Education
Bachelor of Business Administration in Finance – Southern Arkansas University
Master of Business Administration coursework – Southern Arkansas University
CERTIFIED FINANCIAL PLANNER™ coursework – Professional Development Institute at University of North Texas

Community Involvement
Former US Army Armor Officer
Boy Scouts of America Eagle Scout and Scoutmaster
Former Financial Ministry Co-Leader for Denton Bible Church