Glenn W. Mosseller, CF2

About Glenn W. Mosseller

Glenn W. Mosseller believes that informed people make wise financial decisions. So, Glenn is dedicated to providing educational opportunities throughout the Piedmont Triad. Glenn is a Certified Financial Education Instructor and offers financial courses and workshops to local businesses, Churches and other nonprofit organizations that want to provide financial education to their employees, congregations, donors and patrons. Glenn often provides public financial education courses and workshops at local Libraries, Colleges and Universities. Glenn also offers continuing education classes for CPA’s.
Professionally, Glenn works with an elite team of specialists from across the country who assist tax professionals and business owners increase their business efficiency and reduce tax inefficiencies.
As a fiduciary, Glenn focuses on holistic financial planning that encompasses all aspects of retirement, tax and estate planning. Glenn believes that providing clients with quality advice and service is dependent on developing strong, trusting and lasting relationships.
Glenn is a Registered Financial Consultant and a member of Ed Slott’s Master Elite IRA Advisor Group, an exclusive group of financial advisors from across the country who are dedicated to helping people minimize taxation in their retirement plans. Ed Slott, CPA is known as “America’s IRA Expert” and was named “The Best Source for IRA Advice” by The Wall Street Journal.
Glenn graduated with a BA in Economics and Business from Emory & Henry College. He holds Series 65 credentials and the following insurance licenses: Life and Health, Medicare and Long-Term Care, Property and Casualty. Glenn's work qualifies him for the Million Dollar Round Table, considered the standard of excellence in the financial services industry.