Glen A. Thomas, MBA®, CFA® is a Senior Associate of Sterling Financial Planning, Inc. (SFPI), an Independent Registered Investment Advisor. He has been a Chartered Financial Analyst (CFA®) since 1999. Mr. Thomas is instrumental in developing the firm’s various portfolio models and analyzing the investment selections used within client portfolios. He works closely with the principals of the firm and their clients in assessing the relationship between clients’ asset composition and their stated investment goals. His recommendations are based on multiple research tools employed by the firm. Mr. Thomas also assists the organization in the area of “Employee Stock Option Planning”. Prior to joi