Financial planning and beyond

• AZ
• CA
• CO
• CT
• FL
• IN
• KS
• MD
• MI
• MN
• MO
• MT
• ND
• NE
• NJ
• NM
• NV
• NY
• OH
• OK
• OR
• PA
• SC
• SD
• TN
• TX
• UT
• VA
• WA
• WI
• WY

Glenn Malloy provides a high level of service and attention to each of his clients, a diverse group of individuals and families, business owners and retirees, who are often focused on the demands of their occupations and busy lives and need to be able to trust someone with managing their wealth. His disciplined planning strategy brings clients peace of mind that he puts their interest first and will help them reach their goals through each stage of life.

Glenn’s planning process begins with a discussion to help the client articulate their values, prioritize their goals and determine their current financial state. With that information, he creates a customized financial plan, thoroughly reviewing and explaining the plan to the client until it suits their needs.  As a specially qualified Senior Portfolio Manager, Glenn can also utilize additional money management tools and resources on behalf of clients where appropriate to simplify and better monitor their investments.  After implementation, an ongoing review process is established to measure the progress of achieving the goals and provide any adjustments along the way.  Whether the outcome is building wealth, deriving income during retirement or preserving and passing along a legacy, Glenn is firmly committed to helping clients navigate financial challenges to make financial security a reality.

With more than 30 years of experience, Glenn is well-versed in the financial planning needs of individuals and families. In addition, he is a Certified Financial Planner (CFP®) practitioner which provides him with the knowledge and tools to understand how to develop specific strategies to minimize taxes, protect assets, maximize growth and transfer wealth. He is also licensed for life and long-term care insurance.

• AZ
• CO
• FL
• NC
• TX

As a Senior Wealth Strategy Associate, Carla Leverman is passionate about making a difference in the lives of her clients.  She works closely with clients to meet their financial goals by creating financial plans that are tailored to their circumstances and priorities.  Carla is dedicated to providing clients with the highest level of service that brings them confidence about their financial future.

With more than 20 years of industry experience, Carla is able to provide a seasoned perspective to her team and clients.  Prior to her advisory role, she worked in investment banking assisting with corporate finance transactions, mergers and acquisitions. Carla has earned her Chartered Retirement Planning Counselor (CRPC®) designation which denotes an expertise in pre-and post-retirement planning needs, including meeting multiple financial objectives, retirement income, employer-sponsored retirement plans, income taxes, asset management, estate planning and more.  She is also FINRA Series 7, 63 and 65 registered.

An outdoor enthusiast, Carla can be found hiking, biking and spending time with her family when she is not working with clients.   She also supports the Cancer League of Colorado by rappelling down one of Denver’s most prominent skyscrapers in their annual Over the Edge fundraiser. 

• CO

Jill's mission is to provide the best customer service to clients and prospects. She has over 10 years' experience in the finance industry and holds her Series 7, 66 and Colorado Life and Health Insurance licenses. She is originally from Nebraska where she received her Bachelors in Business Management from University of Nebraska-Lincoln. She joined the Malloy Wealth Management Group in June of 2017.

Outside of work she is involved in the community in several ways. Currently she is a Board Member of a local Non-Profit called Impact Personal Safety of Colorado. She also recently received her Teaching English as Foreign Language certificate in early 2017 and in her spare time helps local individuals practice speaking, writing and reading English. She also enjoys riding her road bike and wants to try cross country skiing.

• University of Nebraska-Lincoln, Bachelors in Business Management