Glen Ness, CFP®, AIF®

Glen Ness has over 20 years of industry experience in the Northwest developing tailored portfolios for clients utilizing a disciplined value based approach. Prior to joining Stifel RMG Group, Glen had been with Ragen MacKenzie since 2003. 

Glen works closely with clients to fully assess their financial situation, including goals, risk tolerance, time horizon, and tax implications. He and his team design and customize portfolios using stocks, bonds, and cash equivalents. In order to help clients with every facet of their financial needs, Glen has maintained the CERTIFIED FINANCIAL PLANNER^TM (CFP^®) professional certification since 2001 and his Accredited Investment Fiduciary^® (AIF^®) certification since 2018.

Glen and his wife, Samantha, live in Mill Creek with their four children: Madeline, Sofia, Duncan, and Theo. They love their community and enjoy staying involved in their kids’ athletic activities. Glen loves all sports, especially running, traveling with family, and reading good biographies. He is a committed Christian, and with his family, is actively involved at Alderwood Community Church.