Robin Glen
Brandy Casey serves as the Director of Operations at Robin Glen since February 2024, focusing on enhancing productivity and performance through administrative support, project management, and collaboration. Prior experience includes roles such as Life Transformation Business Process Lead and Manager of Life and Annuity New Business at United Heritage Insurance, and Senior Case Manager at Saybrus Partners. Brandy's career also features positions as New Business Manager at The Dempsey Companies, Case Relationship Manager at American General Life Companies, and Life Case Manager & Marketing Assistant at Insurance Network America. Early in the career, Brandy worked as a Case Manager at National Brokerage. Education includes studies at the University of Phoenix from 2009 to 2010.
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Robin Glen
Robin Glen is redefining how planning is done. We develop creative ways to solve complex tax and planning issues for entrepreneurial clients, creative risk takers and HNW families, with tailored structuring and life insurance. Our clients are entrepreneurs who successfully disrupt the status quo. One-size-fits-all solutions won't cut it. We are thought leaders who identify the newest ways to deliver results to these clients and their advisors. Not only do we have the experience, knowledge, and network to service our clients, we take the time to truly understand them, their needs, their objectives, and their desired outcomes. That is a powerful combination that delivers results. Our team of experts comes from every part of the financial planning industry and prove the old axiom that the whole is greater than the sum of its parts. We have deep knowledge of insurance, finance, estate and business planning and taxation and bring that expertise to create holistic plans and bespoke solutions for our clients.