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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 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 Bucket Plan®). This process allows him to improve and implement the most comprehensive wealth management plan, which directly addresses (sequence of returns) growth and inflation while minimizing taxes through the Tax Management Journey℠.

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Theresa Browning

Tax Practice Manager
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Catherine Reid

Investment Services Director
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Janice Inman

Investment Services Specialist
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Irene Pier

Office Manager
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Sarah Parke

Receptionist
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Pixie

Office Greeter
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The CFF certification a professional designation provided by the National Association of Certified Financial Fiduciaries (NACFF), Charlotte, NC. To receive this designation, the individual must complete a certification and training process created by NACFF and The American Financial Education Alliance. The individual must complete a 1-day training course and pass the Program Assessment. The program educates professional advisors about the laws, rules and regulations that determine when the individual is acting as a fiduciary. 10 Annual Continuing Education Hours must be completed to renew the certification. The continuing education keeps the individual up to date on the fiduciary rules.

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. This website is limited to the dissemination of general information pertaining to PCA’s investment advisory/management services. Glen Pier is an Investment Advisor Representatives of PCA. 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.

Catherine Reid is a registered representative of MerCap Securities, LLC. Services offered through MerCap Securities, LLC, Member FINRA/SIPC and wholly-owned subsidiary of MerCap Enterprises, Inc. Address: 73 Chestnut Road # 400, Paoli, PA 19301  Phone: (877) 784-8021 MerCap Securities, 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 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 Bucket Plan®). This process allows him to improve and implement the most comprehensive wealth management plan, which directly addresses (sequence of returns) growth and inflation while minimizing taxes through the Tax Management Journey℠.

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. (Tax Management Journey, and Certified Financial Fiduciary)

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.

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 and two adult children, supporting their involvement in the arts, education, and ministry. She enjoys her newfound empty-nester status by spoiling her three dogs, training at the gym and avoiding bears on the Asheville trails. 

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.

Janice Inman

Investment Services Specialist
Janice joined the firm in 2015. She is a graduate of Indian River State College in Vero Beach, FL. She has over a decade of experience in the insurance industry where she worked at Brown & Brown Insurance as a Personal Lines Account Manager.

Janice 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.

Janice and her family moved to Asheville in 2014. Outside of the office, Janice enjoys giving back to the community and serves as the committee chair for CubScout Pack 73.  She enjoys spending time with her family, live music, camping, and football (#1 Tampa Bay Buccaneers fan).

Irene Pier

Office Manager
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.

Sarah Parke

Receptionist
Sarah Parke serves as the office receptionist for the tax office. She assists with all day-to-day activities in the office and actively creates a warm and friendly environment for all our clients.

After graduating from the Atlanta School of Ministry, Sarah moved back to North Carolina to be closer to family and to start her career. Since joining our firm as an intern, Sarah has utilized her passion for client relationships and skill development to quickly become a valued member of the Infinity family.

When Sarah isn’t brightening up the office, she can be found volunteering for various youth ministries and watching Hallmark movie marathons.

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.