Our Firm

The Glenn Planning Group was created in 1970 in Miami, Florida as a full service employee benefits consulting practice. It moved to Jacksonville, Florida in 1979, when its founder, Steven Glenn, assumed the role as Branch Manager for a large financial services firm.

Active management of The Glenn Planning Group was assumed by Kathy Mathews-Glenn in 1998 as she transitioned from a Regional Management role at the Principal Financial Group®. She added her group insurance knowledge to the existing GPG client base, and added new clients for the firm.

The Glenn Planning Group's management team expanded in 2009 with the addition of Tara Eulenfeld as Vice President of Sales and Marketing. She brings over eight years of experience in banking and investment experience to the practice.

The Glenn Planning Group's seventy years of combined experience is available to clients in a multi-state area, covering a wide variety of employee benefit and personal financial issues.

Please call us if you have any questions about our firm or the range of financial products and services we provide.