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Ken Glenn*
Ken Glenn is a financial planner at Estate Assurance and focuses on retirements, investments, and helping people catch their dreams. Ken holds series 6, 7, 24, and 63 securities and is licensed in life, health, long-term care, property, and casualty insurances. He has a masters degree from Michigan State University.
Ken is married to his wife Sharon and has 3 kids and a collection of horses, dogs, and cats. His secret to success is motivation and hard work, and he believes that you should “live so that when you die even the undertaker is sad.”
Sharon Wilkins-Glenn*
Sharon Wilkins-Glenn is a consultant and corporate treasurer at Estate Assurance. Since 1980 Sharon has specialized in making taxes less taxing. She is a licensed insurance agent, registered tax preparer, and holds her general securities series 7 and 24. Sharon is a registered representative with World Capital Brokerage, Inc., and is also a financial consultant. Sharon’s skills also include business accounting, financial statements, inheritance, and tax preparation planning.
Sharon is married to her husband Ken and has one daughter, Kristen. When she’s not working she’s either being forced to go on a vacation or spending time with one of her many pets! Sharon believes the secret to success is simple: 1+1=2. Her favorite quote is, “Who says accountants are boring!?”
Jessica Shawley
Jessica has been with Estate Assurance since 2007 and is a Junior Partner Consultant with the company. She specializes in insurance-based retirement planning but also helps her clients with farm, home, and auto insurance. Jessica is licensed in life, health, property, and casualty insurances. She holds an associate degree from ITT Technical Institute.
Jessica is married to her husband Evan, and they have one daughter– Savanahe, a boxer, and 2 horses. Her favorite vacation spot is the beach. Jessica’s secret to success is to be a good listener, do what you say, and be yourself. As she says, “Excuses will always be here, but opportunity will not.”
Mark Henderson*
Mark is an insurance consultant at Estate Assurance, specializing in Medicare, life, and health insurances. He is licensed in PA life, health, property, and casualty, and holds securities series 6 and 63. Mark holds a BS in financial planning from Purdue University.
Kristen Wilkins
Kristen is an insurance consultant at Estate Assurance with a primary focus on life insurance. She also helps her clients with insurance-based retirement planning and helps businesses with employee benefits solutions. She is licensed in PA accident, life, and health insurance, and holds a bachelors degree in marketing from Saint Vincent College.
Kristen spends her free time volunteering at the local humane society and at other horse-related non-profits. She competes with her horse, Wrem, and cares for her other pets Scooter and Puck. Kristen loves to travel anywhere with her friends, knowing they’re going to have a great time.
Kristen’s secret to success is being reliable and able to adapt to each person’s unique needs. She likes to cling to these famous words penned by Dr. Seuss, “You have a brain in your head and feet in your shoes. You can walk in any direction you choose!”
Contacts:
- 1300 Ligonier Street
Latrobe, PA 15650 - Phone: 724-532-1884
- Fax: 724-532-1486
- Email:[email protected]
- SWilkinsGlenn@ WorldCapitalBrokerage.com (for securities only)
office Hours:
- Mon – Tue: 9 am – 6:30 pm
- Wed – Thurs: 9 am – 5 pm
- Fri: 9 am – 12 pm (noon)
- Other hours available by appointment
Planning:
- *Retirement Planning
- Wills, Trusts, and Estates
- Taxes & Accounting
Insurance:
- Life, Auto, Home
- Business & Commercial
- ACA & Medicare
- Health & Long Term Care