The team at Gloeckner Green McCabe Financial, LLC not only has the knowledge and experience to help you achieve your financial goals, but we are also caring. We are always ready to listen to your concerns, answer your questions, and educate you on the process.
"Success in life has nothing to do with what you gain in life or accomplish for yourself. It's what you do for others" — Danny Thomas
Founder, Advisor
Gwen Gloeckner, founder and advisor of Gloeckner Green McCabe Financial, LLC has been assisting families and individuals in the area of wealth accumulation, wealth management, income distribution, and protection plans for more than 20 years.
Gwen holds her life, health, and variable annuities licenses in six states; and a Certified in Long-Term Care (CLTC) designation. She is also a Certified Divorce Financial Analyst® professional who counsels couples to determine an equitable division of assets during the divorce process. Gwen is a an Investment Adviser Representative with Commonwealth Financial Network®, a registered investment adviser, in Waltham, Massachusetts. She is active in the Financial Planning Association.
Active in her church and community, Gwen has held a position on the Mount Carmel Foundation and is now on the Board of the Mount Carmel College of Nursing.
Outside the office, Gwen loves being near the water and spending time with friends and her daughter, Lindsey. She, too, has a bucket list to accomplish during her life.
Advisor and Chief Investment Officer
Brady Green is an advisor and the chief investment officer for Gloeckner Green McCabe Financial, LLC. Brady’s background includes 10 years with JPMorgan Asset Management, where he consulted with financial advisors around Ohio on investments and shared the economic views of JPMorgan.
Brady is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the Certified Investment Management Analyst (CIMA®) certification and FINRA Series 6, 7, 63, and 65 securities registrations through Commonwealth Financial Network®.
Before entering the financial services industry, Brady attended Otterbein University and played on the golf team while obtaining degrees in both economics and psychology. He and his wife, Emily, live in Delaware, Ohio, with their two children, Molly and Myles. Brady enjoys golf and outdoor activities with his family. They spend vacation time in Hilton Head once a year, so don’t be afraid to ask him about his favorite beverage at the Frosty Frog or his favorite restaurant, The Crazy Crab.
Director of Client Operations and Services
John officially joined the team in February of 2017. As an Advisor and our Director of Client Operations and Services, John does administrative work in addition to assisting with the advisory process.
John comes to us after spending 23 years with JPMorgan Asset Management. He served in many different positions, including equity/fixed income trader. For the past 10 years, John consulted with financial advisors across Indiana on investments and shared the economic view of JPMorgan. He holds FINRA Series 7, 63, and 65 securities registrations through Commonwealth Financial Network®. John also holds his Health, Life, and Annuities insurance license through the State of Ohio.
John has a degree in finance from Otterbein University. He and his wife, Betsy, live in Upper Arlington and have two kids, Taylor and Cole. In his free time, John enjoys barbecuing, yoga, and family vacations.
Financial Advisor
Matthew Collins is a financial advisor for Gloeckner Green McCabe Financial, LLC. Matt's background includes 7 years of experience as a financial advisor helping clients plan for their retirement and everyday challenges in the areas of wealth management, asset accumulation, income planning, and asset protection.
Matt is a CERTIFIED FINANCIAL PLANNER™ practitioner. He also holds Retirement Income Certified Professional® (RICP®) designation through the American College and Certified Long Term Care® (CLTC®) designation. He hold his FINRA Series 6, 7, 63, 65 securities registrations in Ohio and Florida with Commonwealth Financial Network®. Matt also has his Health, Life and Annuities license through the state of Ohio.
Matt attended Otterbein University where he obtained a business degree with a concentration in finance. Prior to entering the financial industry, Matt played varisty golf at Otterbein University then professional golf on the mini tours from 2007-2010. He and his wife, Sara Beth, live in Powell with their daughter, Ava. Matt still enjoys being on the golf course and spending time with family and friends.