Josh Glessner

Josh Glessner has had a successful career in business development, financial planning, and customer service. Josh has worked at American Endowment Foundation, Morton Brown Family Wealth, Treloar & Heisel, and Charles Schwab, where Josh held various titles such as Senior Director, Wealth Advisor Associate, and Team Lead. With a Bachelor of Science degree in Finance from Grove City College, Josh has excelled in developing financial plans, managing client relationships, and demonstrating expertise in the finance industry.