The people who work at Gloeckner Financial Group not only have the knowledge and experience to help you pursue your financial goals, but they also happen to be extremely caring and fun to be with. We are always ready to listen to your concerns, answer your questions, and put you at ease.
Gwen Gloeckner, financial consultant and principal of Gloeckner Financial Group, has been assisting families and individuals in the area of wealth accumulation, wealth management, income distribution, and protection plans for over 20 years.
Securities- and Life-registered in six states, Gwen is a registered representative and an Investment Adviser Representative with Commonwealth Financial Network®, Member NASD/SIPC, a Registered Investment Adviser, in Waltham, Massachusetts. She is also a Certified Divorce Financial Analyst who counsels couples to determine an equitable division of assets during the divorce process.
Active in her church and community, she holds positions on the Central Ohio Board of the Financial Planning Association, the Mount Carmel Foundation, and the Mount Carmel College of Nursing.
Pat Butler is an insurance specialist; NASD Series 6 securities license-registered; licensed in Life, Health, and Variable Annuities; and a Certified Long-Term Care Specialist (CLTC). His focus is on assisting Gwen and her clients in the evaluation of their current situation as they approach retirement. Because insurance is an integral part of any overall financial plan, Pat works closely with Gwen on the design process, assuring protection of income and assets for a smooth transition of wealth to heirs.
"To be trusted is a greater compliment than to be loved." - George Macdonald
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