Our Team

A family man, Glen has flourished in South Florida with his wife, 2 sons, and daughter. Making the move to Delray Beach from the Midwest in 2011, Glen’s experience was established while succeeding at 2 of the largest financial firms in the country. Identifying a fatal flaw within financial planning, Glen decided to further his education with the Enrolled Agent designation, the highest certificate awarded by the IRS, and is now licensed at the Federal level. This allows him to represent clients before the IRS and gives his clients the peace of mind of knowing they’re not making costly mistakes.

With over 10 years of financial industry experience, Zach has worked with 2 of the largest financial firms in the country. Originally from the Midwest, Zach currently resides in Boca Raton with his wife, 3 daughters, and son. Zach has an active role in his community and gives of his time freely through his church and various local charitable organizations. As a Tax Planner of the United Team, Zach takes the lead role in providing a holistic approach to tax planning for individuals and families with the goal of reducing future taxes for our clients and future generations.

Staci has established her career over the last 17 years in public accounting specializing in complex business accounting methods. Hailing from Louisville, KY, she moved her family to South Florida in 2011 and has 4 children together with Zach. Additionally, Staci volunteers in her free time by running youth activity days through her church.