"Smart Decisions About Serious Money"
Our Team: Glenda Summers, CFP®

Glenda Summers, CFP®
Sr. Advisor Associate
gsummers@lsggroup.com

Glenda has been associated with Lucien, Stirling & Gray since 1991, and she has been a financial consultant since 1987. She received her CFP® (Certified Financial Planner) designation from the Board of Certified Financial Planners in May, 2000. She holds a Bachelor of Science from Texas A & I University in Kingsville, Texas and a Master of Education from Pan American University in Edinburg, Texas. In addition to her CFP®, she has NASD series 6 and 63 and Texas Group One and Variable Insurance licenses.

Prior to her career in the financial profession, Glenda was employed as a school counselor, a teacher and as a banker. Her whole life experiences have helped her to develop a very balanced approach to helping her clients make important financial decisions. "My counseling background helps me pinpoint emotional issues people have with money and it helps me facilitate meaningful discussions," says Glenda. "My experience as a teacher helps me remember that individuals learn and retain information differently. My banking background helps me understand people's concerns with the safety of their money."

Glenda has been involved in the Austin Community since she moved here in 1978. She belonged to the Austin Chamber of Commerce from 1981-1984 and served as a member of the President's Council and Director of Diplomats. She was a member of the Women's Chamber of Commerce from 1991 to 1999. She is a member of the Austin Downtown Lion's Club. She has been a member of the Westlake United Methodist Church since she moved to Austin. She is also a member of the Financial Planning Association (FPA).

She lives with her husband, Mac, in the Westbank and has a son and daughter-in-law, Wayde and Geri Edens, who live in Austin.

 

Glenda was recently quoted in "A Less Harried Holiday" in the December 2004/January 2005 issue of the nationally distributed REAL SIMPLE magazine. In the article, she advised a family on Christmas spending and planning for future holiday seasons.