Master Elite IRA Planning

IRA, Roth, 401k plans and other tax deferred accounts

Glen is a Master Elite IRA Advisor and a member of Ed Slott’s educational group for more than 10 years. With the elimination of the traditional pension and the introduction and focus of the company 401K Plan and many other tax-deferred accounts, it has become necessary for advisors to have specialized training to manage and maximize these valuable accounts. We have addressed this by increasing our understating of these accounts and their complicated rules to provide the best planning available.

Leann Fitzgerald

Administrative Assistant

Leann joined the firm in 2020. She has over 10 years of hospitality and administrative experience and attended Appalachian State University.

In addition to being Theresa’s right hand woman, Leann is one of the first points of contact for new and existing clients. It is important to her to provide each person with a great experience, and she achieves this through genuine client interactions and assisting with behind-the-scenes happenings that help the firm grow and keep the office running smoothly.

Outside of work Leann loves to spend time with her husband John and their two dogs, Haze and Kaiya. They enjoy camping, eating good food, playing lawn games, and spending time with family and friends.