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Our Team

Infinity Wealth Management’s team delivers world class service.

Glen Pier

Founder

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, tax planning, insurance and advanced estate planning for more than 15 years.

As a Certified Financial Fiduciary, Glen empowers his clients to make smart decisions with their money. By partnering with his clients and using a holistic approach, he seeks to create a unique plan and to discover their missed planning opportunities. Glen utilizes The Bucket Plan®️ process, allowing him to implement the most comprehensive wealth management plan that directly addresses sequence of returns risk, inflation, and growth. His integrative approach includes one of the most overlooked areas in retirement – taxes. His specialized training in the Tax Management Journey℠ focuses on minimizing taxes and helping his clients keep more of their hard-earned money.

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Catherine Reid

Investment Services Director
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Jake Giles

Financial Advisor
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Alyssa Geoffroy

Investment Services Specialist
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Theresa Browning

Tax Practice Manager
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Mona Wade

Certified Public Accountant
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Leann Fitzgerald

Administrative assistant
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Pauline Loeffler

Bookkeeper
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Bailey Burgwyn

Medicare Specialist
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Pixie

Office Greeter
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Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”) an SEC registered investment adviser with its principal place of business in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Infinity Wealth Management, Inc. and PCA are separate, non-affiliated entities. PCA does not provide tax or legal advice. (Insurance and Tax Services, etc.) offered through Infinity Wealth Management, Inc. are not affiliated with PCA. Information received from this website should not be viewed as investment advice. Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third-party website. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money. For important information related to PCA, refer to the PCA’s Client Relationship Summary (Form CRS), Form ADV Part 2A and Privacy Notice by navigating to www.prosperitycapitaladvisors.com.

Catherine Reid is a registered representative of Innovation Partners LLC. Services offered through Innovation Partners LLC. Member FINRA/SIPC Address: 5950 Fairview Road, Suite 140 Charlotte, NC 28210 Phone: 704-708-5461 Innovation Partners LLC. is not affiliated with Infinity Wealth Management, Inc., nor Prosperity Capital Advisors.

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Glen Pier

Founder

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, tax planning, insurance and advanced estate planning for more than 15 years.

As a Certified Financial Fiduciary, Glen empowers his clients to make smart decisions with their money. By partnering with his clients and using a holistic approach, he seeks to create a unique plan and to discover their missed planning opportunities. Glen utilizes The Bucket Plan®️ process, allowing him to implement the most comprehensive wealth management plan that directly addresses sequence of returns risk, inflation, and growth. His integrative approach includes one of the most overlooked areas in retirement – taxes. His specialized training in the Tax Management Journey℠ focuses on minimizing taxes and helping his clients keep more of their hard-earned money.

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, Glen was a professional in the automotive industry for 16 years, holding several positions including Finance Director for 11 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. He enjoys mountain biking, yoga, The Avatar Course, reading philosophy, and activities that make the world a better place.

Catherine Reid

Investment Services Director
Catherine joined the firm in 2014. She has over 15 years of experience 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.

In addition to supporting Glen, Catherine coordinates the transition of new clients to the firm, as well as handles and oversees all client requests.  A natural at communicating, she loves getting to know clients on a personal level. Catherine feels that fostering those relationships is her most important role.

She and her husband, Luke, have two children, Hank and Ruby.  They enjoy live music, good food (she is a true foodie), visiting with friends and traveling to new (and old) places.  Catherine does not enjoy camping or football, much to the dismay of her family – and Janice.

Jake Giles

Financial Advisor

Jake joined the firm in 2022, relocating to Asheville from Savannah, GA. He has five years of experience in the financial services industry, and he has a sincere passion for this kind of work. He currently holds his Certified Financial Fiduciary designation, Series 6, 63,65, and his NC life/health licenses. He graduated from Guilford College with a double major in Business and Accounting. 

Before coming to Infinity, Jake worked with an advisory firm based out of Raleigh, NC where he oversaw the investment operations. Jake is excited to be the newest member on the Infinity team. He enjoys digging deep into clients’ financial situations and recommending solutions in a comprehensive and responsible way.
 
When he’s out of the office, Jake spends time with his girlfriend, Bazhena. He has two cats, Jack and Loki, and a sweet old dog, Lady. He gets very involved in all his hobbies and considers himself “The Jake of all trades”. He likes to stay active by playing pickleball, golfing, disc golfing and one wheeling.

Alyssa Geoffroy

Investment Services Specialist

Alyssa began working with us in 2022. With over 10 years of hospitality experience it’s easy to say one of her favorite passions is people.

Alyssa works closely with Catherine in many of the operational duties of the firm. She processes new business, as well as handles client service requests, such as beneficiary updates and distribution requests. Outside of work Alyssa enjoys fishing, watching documentaries, and attending live music events. She especially loves spending quality time with her younger brother and sister.

Theresa Browning

Tax Practice Manager
Theresa joined the firm in 2015. She 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.

Theresa coordinates all aspects of client intake, tax preparation and tax team management. Additionally, she organizes our marketing and educational events.  She is dedicated to providing a genuine, welcoming experience for every client and loves connecting people with new information through educational seminars and tax strategy consultations.

Outside of work, Theresa enjoys spending time with her husband, two adult children, and three spoiled dogs. She also loves racking up miles on her Peloton bike and avoiding bears on the Asheville trails.

Mona Wade

Certified Public Accountant

Mona joined the firm in 2022. She received her Master’s degree in management from Troy University, and has been a CPA for over 20 years. Mona started her own business, Mona Wade CPA, in 2016, and is very excited to have merged with Infinity Wealth Management.

Mona is a tax preparer and reviewer. She also assists with tax planning and strategy planning for our clients.

Outside of work, Mona enjoys spending time with her husband Erik, kayaking and biking. She also enjoys doing lots and lots of traveling.

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.

Pauline Loeffler

Bookkeeper

Pauline joined the firm in 2020. She has over 13 years of bookkeeping experience and is an Enrolled Agent Tax Professional. Pauline is a graduate of the Citadel College of Graduate and Professional Studies in Charleston, SC where she earned her BS in Electrical Engineering.  

Prior to entering the financial services industry, she was an engineer turned stay-at-home-Mom turned massage therapist.

Pauline, her husband, Vaughn, and two children, Dane and Sophia, moved to the Asheville area in 2006. They enjoy cooking, baking, live music and exploring Asheville.

Bailey Burgwyn

Medicare Specialist

Born and raised in Eastern North Carolina, Bailey started his career in financial management as a Branch Manager for First National Bank of Chester County outside of Philadelphia, PA.

After spending a decade up North, he moved back to North Carolina and began working at the Rizzo Conference Center at the University of North Carolina at Chapel Hill as an Operations Manager. He obtained his broker’s license in 2016 and began working in healthcare and specializing in Medicare.

He obtained a BA from East Carolina University in 1997 and is licensed in Life, Health and Medicare. He enjoys walks with his pups, swing trading and is an avid coin collector. He can play a little guitar, speak a little Spanish and has travelled to nine countries.

He lives in Candler, NC with his wife, Andrea and their two dogs and four cats.

Pixie

Office Greeter
Pixie was rescued by Lorraine Newell, a member of our accounting team, on Thanksgiving in 2007. Pixie arrived at her new home with nothing but a thin, pink sweater and a lot of medical issues. Luckily, this Papillon mix wouldn’t let a rough start get the best of her and she immediately settled into her perfect forever home. After regaining her health and becoming the star of her household, Pixie joined the Infinity Wealth Management team as the Office Greeter, although she prefers to be known as the Manager of Treats and Cuddles.
 
After a hard day’s work in the office, Pixie enjoys living her best life in her perfect home with all the warmth, treats, and snuggles she deserves.