Glen White
Director of Wealth Planning

Glen’s expertise is in taxation and the financial/legal structures of corporate ownership. His interest began when he acquired degrees in finance and taxation and it expanded as he served in leadership roles for numerous companies as well as as an external consultant to others. Glen’s operational and management titles have ranged from department manager to COO and his experience spans finance, taxation, operations, HR and technology. Glen serves as Director of Wealth Planning at Coldstream and is also pleased to be on Rainier Group’s executive management team, helping to establish and implement the group’s business strategy. He is the managing member of independently held Concenza, LLC, proving top-shelf directors to select private company boards.

Glen’s training includes a B.S. degree in Financial Planning and Counseling from Brigham Young University, a M.S. in Taxation from Golden Gate University, is registered with FINRA as a Broker-Dealer Financial and Operations Principal, and holds or has held other professional designations and licenses from financial services industry associations and regulatory bodies.

In his spare time, Glen enjoys eating M&Ms (plain, all other varieties are suspect), road trips, and teasing my children; preferably all at the same time.

 

TEAM

Rainier Group

LOCATION

Bellevue