About Our Team | Senior Planning Resources, LLC

About Senior Planning Resources, LLC.

Senior Planning Resources, LLC specializes in providing comprehensive estate planning services through licensed professionals to seniors. Senior Planning Resources, LLC has established a relationship with a national legal support network system of attorneys operating in every major area of expertise.

Professionals with Senior Planning Resources, LLC, consist of an Elder Law Attorney, Elder Planning Specialists, Certified Senior Advisors, Finance and Tax Specialist, and Medicaid Specialist.

Glenn was born in Bridgeport, CT and has been a resident of Florida for over twenty years. He lives with his wife Li, and their two girls. He entered financial services soon after his long successful career with Federal Express as a logistics expert. Since his inception in the business, Glenn’s career as a professional within the financial services field has proven to be a very successful one. One of the reasons for Glenn’s success is that he treats everyone like family.

Glenn is a member of the National Ethics Bureau where he maintains an A-1 rating. He is a licensed Insurance Professional with a background in premium finance life insurance. Glenn has aligned himself with a network of Estate and Elder Law Attorneys, CPA’s, FMO’s, CFP’s, and Security Representatives. Glenn enjoys helping people preserve their assets and increase their income.

Glenn is an independent agent. This gives Glenn the ability to shop for his clients among hundreds of companies and also puts him in a better position to find the newest and best financial products and services to best meet his client’s needs. Glenn spends a great deal of time researching and keeping current on the latest financial products and strategies and how best to utilize them in helping his clients attain their retirement goals.

Dave is originally from Virginia and the 2nd of 10 children. The military life allowed for travel to places like Hawaii, Texas, and Europe. Soon after earning a BS at George Mason University (1976), Dave began working towards his MBA. After 15 years in healthcare and medical equipment sales, Dave entered the financial services field in 1985. The following industry/educational programs, courses and memberships have been completed:

Certified Financial Planner (1990), Certified Tax Preparer, Master Certified Estate Planner, Registered Financial Consultant, Certified Senior Advisor.
Insurance Licenses; AZ, FL, MN, IN, MD, PA, VA, WV, NC, SC & GA

As an independent financial professional, Dave has more choices and solutions to offer clients in today’s constant changing markets. In addition Dave continues to form relationships with CPAs, Elder/Estate planning attorneys, and other professionals to keep up with the latest financial products, innovations and strategies.

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