Glen Colwell, a retirement plan professional with more than 15 years’ experience in both institutional and consultative roles, has joined Pension Advisors as president of its Milwaukee- and Chicago-area offices. He comes to Pension Advisors, a member of Independent Financial Group LLC, from Infinity Benefit Solutions, Milwaukee. He was Director of Financial Services and a Wealth Management adviser at the firm, where he built its investment/retirement plan practice to serve individuals, families, businesses and qualified retirement plan sponsors. Prior to his four years with Infinity Benefit Solutions, Colwell gained experience in retirement planning, wealth management and business banking with PCM Inc., Guaranty Bank and Robert W. Baird & Co. He was recently nominated for the National Association of Plan Advisors “Top 50 Advisors Under 40” award.
Education: B.A. in Finance from Michael J. Coles College of Business, Kennesaw State University
Company:
Pension Advisors