About Us

Why the name Glean?

At Glean Financial we believe in the power of stewarding our finances in a way that people are holistically cared for and no individual lacks relevance. The name Glean comes from the Biblical concept of intentionally leaving margin for the sake of valuing those within the community. It is our intention to encourage and inspire our clients to steward their finances in a way that benefits not only themselves but also the loved ones amongst them.

You need a financial manager who understands you and listens well to your specific needs. Whatever your financial goals are, it’s a privilege to hear our clients’ life story.

Our founder, Bret, spent a decade working in institutional asset management. Today, he’s dedicated his career to helping individuals and families secure their financial future. The Glean staff is honored that our clients choose to entrust this important part of their journey to us.

The Glean Advantage

At Glean, we do things differently. Excellent financial strategy takes time, and we don’t do shortcuts. We’d love to get to know you and explore the best long-term strategies for your particular financial needs.

Our clients experience:

  • Personalized financial strategy

  • Relational, client-focused atmosphere

  • High Quality Customer Service

Our Process: What to Expect

Discovery Call - Let’s get to know each other and see if we’re the right fit for you. This is a time for you to tell us about your pain points, and see what initial questions you have. You can expect this call to take anywhere from 15-30 minutes. 

Introductory Meeting - At this appointment, we will discuss in detail what areas you would like assistance and see what questions you have. This is our time to learn about your story and where you would like to go next.  Our introductory meetings typically last 45 to 60 minutes.

Action Plan Session - During this session we will review your existing plan and propose a new plan, providing a tailor-made strategy with actionable steps to help us solve any pain points. We respect your need for thoughtful consideration. Please take your time, reflect on our discussions, and sleep on it before deciding. We value your comfort and alignment with your needs. You can expect our Action Plan Session to take 45 to 60 minutes.

Next Steps Discussion - After careful consideration of our action plan we will meet to discuss any questions or changes that need to be made. At this point, this is a great time to decide whether you would like to move forward working with us. You should have received a high level of value at this point from both the plan and action items provided. Our Next Steps Discussion typically takes about 20-30 minutes.

Client Onboarding - During our onboarding meeting clients will receive a detailed roadmap of what it will look like to work with Glean moving forward. We will cover specifics including how to access client portals including: TD Ameritrade, Orion, and Generational Vault.