What to Know Before You Transfer Assets to Your Heirs
August 1, 2025
Meet Glenn Ankenbrand, RFC®
Wealth Manager at Lucia Capital Group
Together, we’ll craft a personalized strategy to help you work towards your financial goals.
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(800) 644-1150
Connect with Glenn Ankenbrand, RFC®
Glenn Ankenbrand, RFC® Associates
Glenn Ankenbrand, RFC®
Wealth Manager
Glenn Ankenbrand is a Wealth Manager and has been with Lucia Capital Group since May 2025. Glenn is based in Stevensville, MD and has been in the financial services business for 20 years.
Prior to coming on board with LCG, Glenn was a solo practitioner with his own RIA firm. He graduated from Drexel University in 1985 with a Bachelor of Science degree in Electrical Engineering. He currently holds the Series 65 license.
Outside of work, one of Glenn’s favorite activities is boating on Chesapeake Bay and the coast of Maine. He has been married to his wife, Gail, for 28 years and is the proud dad of three adult children – Zachary, Crystal and Chandler.
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Schedule a meeting with Glenn Ankenbrand, RFC®
Step 1: Introductory Call
It all starts with a phone call that allows us to get to know each other and to find out if our advice and philosophy are a good match for your situation. During this call we’ll get into what your specific goals are, where you’d like to be in the future, and how we may be able to help you get there.
Step 2: Meet with Your Advisor
During this meeting, you'll see exactly how we would implement your strategy and what it would look like to work together. At this point, we'll ask you to take some time to think about whether you believe if we're the right fit for you. It's important that you make an informed decision, and we encourage you to take whatever time is necessary.
Step 3: Getting Started
If we all believe this is a good fit, we'll begin the process to get you on board as a client of the firm. We'll take you through our client agreement, your investment policy statement, and the initial logistics of implementing your financial plan.
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