Glen is the firm’s president and specializes in planning for transitioning into retirement and tax efficient investment management. His clients include executives of public and private companies, business owners, and retirees. Glen is the co-founder of West Financial Services and has over 40 years of experience in investment management and personal financial planning. Previous positions at West Financial Services include chief investment officer and director of financial planning. Glen is currently a senior vice president of Sandy Spring Bank, serving on the bank’s Investment Committee and Retirement Plan Investment Committee. Glen earned his bachelor’s in Political Science at West Virgin