Glenn W. Mosseller has extensive experience in the financial services industry. Glenn W. Mosseller, ChFEBC℠ currently serves as the President of Roadmap Financial Consulting, LLC, where they focus on implementing holistic retirement strategies to reduce the risks of future taxation, market volatility, and long-term care costs. Additionally, they are the President of Roadmap Insurance Services, providing further expertise in this field.
Prior to their current roles, Mosseller worked as an Investment Adviser Representative at Horter Investment Management, LLC. Glenn W. Mosseller, ChFEBC℠ specialized in designing investment portfolios to help clients minimize downside risk and plan for long-term retirement. Glenn W. Mosseller, ChFEBC℠'sstrategies aimed to avoid large-scale losses through non-correlation and diversified asset classes.
Mosseller is also actively involved in various financial education organizations. Glenn W. Mosseller, ChFEBC℠ served as the North Carolina Triad Chapter President for The Society for Financial Awareness and the Piedmont Triad Chapter President for The American Financial Education Alliance. In these roles, they focused on providing comprehensive financial education to businesses, churches, colleges, and local communities.
Before their career in finance, Mosseller gained experience in other industries. Glenn W. Mosseller, ChFEBC℠ worked as a Computer Network Specialist at Universal Solutions International and as a Trainer in Desktop/Network Specialist at Accelerated Computer Technologies.
In addition to their financial expertise, Mosseller has a background in sports management. Glenn W. Mosseller, ChFEBC℠ served as the Tennis Director at Hamilton Lakes Swim & Tennis Club, where they oversaw all operations of the facility and managed instructional programs for all ages.
Earlier in their career, Mosseller worked as a Real Estate Investment Consultant at Manassas Investment Company, where they provided guidance on real estate investment opportunities.
Overall, Glenn W. Mosseller's diverse work experience showcases their knowledge and expertise in financial services, investment management, education, and sports management.
Glenn W. Mosseller, ChFEBC℠, has a strong education background with a bachelor's degree in Economics & Business from Emory & Henry College, which they obtained from 1982 to 1986. Prior to that, they attended Osbourn High School from 1978 to 1982. In addition to their formal education, they have obtained various certifications in the field of finance and financial education. These include being a Certified Financial Education Instructor (CFEI®) from the National Financial Educators Council, a Certified Financial Fiduciary from the National Association of Certified Financial Fiduciaries, and a Chartered Federal Employee Benefit Consultant™ from Federal Seminars & ChFEBC, Inc. Glenn W. Mosseller, ChFEBC℠ is also a licensed insurance agent by the North Carolina Department of Insurance and a National Social Security Advisor certified by the National Social Security Association. Furthermore, they hold the designation of Registered Financial Consultant (RFC®) from the International Association of Registered Financial Consultants and has completed the Series 65 qualification by FINRA.
2018 - present