Our Professionals

Glenn G. Kautt CFP ^®, EA, AIFA
President, Chairman and Chief Investment Officer

Engaged in financial planning and consulting since 1981, Glenn Kautt received his MBA from Harvard Business School and is a President’s Distinguished Scholar graduate of Purdue University.

He is a member of the Financial Planning Association, the National Association of Enrolled Agents, is a Graduate Fellow of the National Tax Practice Institute and an Accredited Investment Fiduciary Analyst. He is a former Chairman of the Financial Planning Association of the National Capital Area (FPANCA).

He is a member of the Board of Trustees and chairs the Investment Committee for the Foundation for Financial Planning. He has been named repeatedly by Barrons, Worth, Mutual Funds and Medical Economics magazines as one of the nation's top investment advisors. Washingtonian magazine recently again named Glenn to their list of top financial professionals in the greater Washington, D.C. metro area. J.K. Lasser’s New Rules for Estate and Tax Planning continues to note Glenn on their “Top Professional Advisor” list. Glenn’s management of the firm led it to be named as one of the “Best Managed Financial Planning Firms” in the US in independent surveys for four years in a row, an accomplishment shared with less than a dozen other firms across the nation. Glenn is a recognized author, speaker and expert in advanced financial planning techniques. He is a regular columnist for the industry’s leading publication, Financial Planning magazine. A former member of the Editorial Advisory Board for the Journal of Financial Planning, he has four professional contributions published in the Journal. He authored the book Stochastic Modeling: The New Way to Predict Your Financial Future, a chapter in The Invincibility Shield for Investors with other leading financial planners, and contributed to Secrets of the Wealth Makers by Michael Lane.

Glenn has appeared on national television including PBS, CNBC, CNN, Fox News and Bloomberg, and is regularly quoted in financial industry publications, USA Today, Newsweek, The Wall Street Journal and other publications. Presenting to audiences for over 40 years, he speaks on advanced financial planning and wealth management topics to professionals across the country.

Glenn oversees the firm’s day-to-day operations, chairs the firm’s Investment Committee, and serves as Chief Compliance Officer. Formerly, Glenn was a principal in several other planning firms, and served as a U.S. Navy Surface Warfare Officer.