Glen Pier is a comprehensive wealth manager specializing in working with professionals and retirees. As an independent advisor, he has helped clients with wealth management and advanced estate planning for many years.
Glen empowers his clients to make smart decisions with their money allowing them to focus on what’s really important. By partnering with his clients, he strives to create a unique plan and discover their overlooked planning opportunities. He provides a consultative approach to wealth management, utilizing a Nobel Prize award-winning investment strategy. The process allows him to improve and implement the most comprehensive wealth management plan, which directly addresses growth and inflation while minimizing taxes.
He and his staff deliver a customized approach to world class service—bringing an elite team of investment, tax, legal, and insurance experts to the table—allowing him to make your financial affairs less stressful.
As part of his extensive education, Glen has received training from Ed Slott—a nationally recognized IRA specialist, author and host of the PBS television special “Stay Rich for Life.” He is also a part of Ed Slott’s ongoing study group as an Elite IRA advisor.
Prior to entering the financial services field, he was a professional in the automotive industry for fifteen years, holding several positions including Finance Director for eleven dealerships, and General Manager. Even as a kid, his hard-working nature was apparent shoveling snow, mowing lawns, and having a paper route.
Seduced by the beauty of the Blue Ridge Mountains, Glen currently lives in Arden, North Carolina with his wife Irene and daughter Angel. He enjoys The Avatar Course, Yoga, reading philosophy, and activities that make the world a better place.
Glen Pier is a Registered Representative of MerCap Securities, LLC. MerCap Securities, LLC is not affiliated with Infinity Wealth Management, Inc. Securities offered through MerCap Securities, LLC, Member of FINRA/SIPC and wholly owned subsidiary of MerCap Enterprises, Inc. Address: 40 Darby Road, Paoli, PA 19301 Phone: (877)784-8021. Advisory services provided through Prosperity Capital Advisors - A Registered Investment Advisor.
Our Client-Centered Team
Senior Tax Manager & Registered Tax Preparer
As senior manager of Infinity’s tax practice, Theresa is responsible for coordinating all aspects of client intake, tax preparation, and tax team management. She is dedicated to providing a genuine, welcoming experience for every client. Outside of tax season, she partners with CPAs to complete extended returns and to implement tax planning strategies for the upcoming year. Theresa diligently ensures that our team is up to date with the new and always changing tax laws to ensure our clients get the most benefit from our tax preparation services. In addition, she is involved with the firm’s marketing events throughout the year.
Theresa is a graduate of Broward College with continuing education at Barry University. Before joining the Infinity team, she managed a Florida CPA firm for 9 years and worked in guest service and logistics management for an additional 9 years. Outside of work, Theresa enjoys spending time with her husband and two teenage children, supporting their involvement in the arts, education, and ministry. She is an avid dog lover and looks forward to curling up with her French & English bulldogs and Chiweenie…along with a good book!
Director of Client Services
Catherine coordinates all client communication and paperwork, as well as handles or oversees all client requests.
Catherine has an extensive background in the financial services industry and holds her Series 7, Series 66 and her NC Life Licenses. She is a graduate of the University of North Carolina at Asheville. Catherine moved to California in 2003. During her time in the Bay Area, she was the Client Services Manager for a private asset management firm. Catherine and her husband, Luke, moved back “home” to Asheville to be closer to family and to start one of their own.
Catherine and Luke have two energetic children that keep them on their toes! Hank was born in 2009 and Ruby came along to join him in 2013. Aside from spending time with the kids, Catherine and Luke love to explore Asheville’s vibrant food, music and festival scene with their friends and family. In addition, Catherine is an avid gym “rat.” You can always find her doing some type of boot camp, kick boxing or muscle pump class after work each day!
Janice serves as the firm’s Client Service Administrator. She handles all aspects of the day to day activities in the office and works closely with Glen, Irene, Theresa and Catherine. Janice coordinates schedules and works with our clients to ensure they receive impeccable service in a timely manner. She is our go-to person for marketing and organizing our monthly Lunch N’ Learn Seminar’s and yearly events. During tax season, Janice supports Infinity’s tax practice.
Janice has a strong background in Insurance. Before joining the Infinity team in 2015, Janice worked at a local insurance agency in Vero Beach, Florida as a licensed Personal Lines Account Manager. She and her husband, Sergio, and their three boys, Jacob (10), Joshua (9) and Jonah (3) relocated to Asheville in 2014.
Janice enjoys spending time with her family, especially when it involves camping or football (#1 Tampa Bay Buccaneers fan).
Irene manages the firm’s accounting and payroll. Over the years she has held many roles including marketing, events coordinating and seminar planning as she supported her husband Glen through the founding of Infinity Wealth Management, Inc.
Prior to joining Infinity, Irene worked in the airline industry in California and moved to North Carolina in the late 1980s. She earned a certificate in accounting from Colegio Colon, a private university in Mexico and studied data entry while living in San Diego. She is also a licensed Avatar© Master. In her spare time, Irene enjoys yoga, traveling, and delivering the Avatar® Course. She resides in Arden, NC with Glen and their daughter Angel.
Ed Slott’s Elite and Master Elite IRA Advisor Group is an exclusive IRA study group of professional financial advisors with extensive IRA experience who have gone to the next level to study directly with Ed Slott on continuous basis through full day workshops, the Elite forum and other regular communications and trainings.
Ed Slott’s Elite and Master Elite IRA Advisor Group is designed to provide its members ongoing access to the most up-to-date IRA information for their clients. Advisors in the group are dedicated to being IRA distribution experts and have made a commitment to continue building their IRA knowledge base.
The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any federal tax penalties. Entities or persons distributing this information are not authorized to give tax or legal advice. Individuals are encouraged to seek advice from their own tax or legal counsel.The information contained is for general use and it is not intended to cover all aspects of a particular matter. Neither the information presented nor any opinion expressed constitutes a representation by us or a solicitation of the purchase or sale of any securities. The information contained is not appropriate, by itself, to guide investment decisions. The views expressed are my own, and do not necessarily represent the views of MerCap Securities, LLC. or any other member of their staff.