Glen  is a leading financial and business consultant passionate about helping others plan for and achieve their financial goals. Through his diverse background and extensive knowledge of the financial markets, Glen is able to offer clients expert guidance and comprehensive strategies specific to their financial needs. As an Infinite Banking Concepts® Authorized Practitioner and a Certified Retirement Counselor® (CRC®), he is  committed to helping clients manage risk and prepare for the future.

Glen is a native of West Texas and earned his Bachelor of Science degree from Texas A&M University. He spent ten years in the financial services industry in Chicago during which time he completed  the Financial Planning Certificate Program at DePaul University. He  returned to Texas in 2008 to be closer to family and grow his financial consulting business. Glen and his wife Sheryl live in Lubbock.

Areas of focus include:

  • Maximizing cash flow and mitigating risks for business owners
  • Business succession strategies including Buy/Sell agreements
  • Insightful retirement ideas for couples and professionals
  • Accumulation strategies to reduce dependence on debt
  • Estate planning with emphasis on oil and gas, ranching, and farming

Glen’s accomplishments include:

  • Infinite Banking Concepts® Authorized Practitioner
  • Certified Retirement Counselor® (CRC®)
  • Founder and CEO of Crossroads Asset Management, Inc.
  • Graduate of DePaul University’s Financial Planning Certificate Program
  • Bachelor of Science from Texas A&M University
  • Financial Advisor since 1997 with over ten years in the Chicago Board of Trade

Contact Glen

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