Speak with an advisor

Our Firm

We help empower you to make smart decisions with your money.

From the very beginning, I was guided by a single burning goal: to be the very best comprehensive wealth management firm.

I wanted to bring together the finest professionals in all areas of retirement and financial planning. Whether you need advice on investments, taxes, legal issues, insurance, social security or all of the above, we can help empower you to make the right decisions with confidence.

-Glen Pier, Founder

Infinity Wealth Management started

January 2002

Moved into First Office

September 2002

Beginning of Client Appreciation Events

December 2004

Comprehensive Wealth Management

July 2006

Partnership with The Source and Estate Planning Attorney Jeff Marsocci

June 2009

Joined Ed Slott Elite Advisor Group

June 2009

Started Tax Practice

February 2012

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, Simon and Bonnibel. They enjoy camping, eating good food, playing lawn games, and spending time with family and friends.