PROFESSIONAL PROFILE

The PSM Group offers knowledgeable financial advice and wealth management services. Our clients are affluent families and individuals, corporate executives, and successful business owners who value the disciplined approach we bring to each relationship. Our greatest satisfaction comes from our clients' financial success and the long-term relationships we develop together.

Glenn joined Merrill Lynch in 1979. He is a CERTIFIED FINANCIAL PLANNER™ professional, CFM, and Wealth Management Advisor. A graduate of Texas A&M University, Glenn has a Bachelor of Business Administration in Accounting and has worked in the financial services industry since 1979. Glenn focuses on developing investment strategies for high net worth clients. He resides in The Woodlands with his wife and two sons.

Ken joined Merrill Lynch in 2000. He is a CFM and a Chartered Retirement Planning Counselor. Ken holds a Bachelor of Science degree from Wayne State University and a Master of Science degree from Russell Sage Graduate School. Ken focuses on wealth management, retirement planning, qualified and non-qualified group retirement plans, and business financial solutions. He resides in The Woodlands with his wife, son, and daughter.

Alan joined Merrill Lynch in 2005. He is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Retirement Planning Counselor and a Certified Special Needs Advisor. He holds a Bachelor of Science degree from Kansas State University and has over twenty years of business experience including executive positions at both public corporations and private venture capital backed companies. Alan focuses on wealth management, group retirement plans, and stock option strategies for corporate executives. He resides in Klein with his wife and their youngest two children.

Vernon joined Merrill Lynch in 2008. He is a Chartered Retirement Planning Counselor, a Chartered Retirement Plans Specialist, and a Certified Special Needs Advisor. Vernon graduated from Texas A&M University with a Bachelor of Science degree and received a Master of Arts degree from Jerusalem University College. Vernon focuses on planning and executing exit strategies for business owners, and private philanthropy strategies. Vernon also counsels retirees and high net worth individuals in all aspects of financial planning.

Barbara joined Merrill Lynch in 2007. She is a Registered Client Associate and has worked in the financial services industry since 1999. She works directly with Glenn, Ken, Alan, and Vernon to provide clients with the highest levels of service and satisfaction. Barbara resides in Spring with her husband and two sons.

Jessica joined Merrill Lynch in 2010. She is a Client Associate and has worked in the financial services industry since 2000. She works directly with Glenn, Ken, Alan, and Vernon to provide clients with the highest levels of service and satisfaction. Jessica resides in Spring with her husband, two sons, and a daughter.